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Revocable
Trust Estate Planning Document Package Contents
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Document
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General
Description
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| Revocable
Trust Documents |
Full length
Revocable Trust for husband, wife and children. This Revocable
Trust contains a Disclaimer Trust which is used for estate tax
planning purposes. |
| Self
Proving Certificate of Trust |
Declares
the Revocable Trust to be in existence. |
| Certificate
of Trust |
Certificate
that can be presented to banks, financial institutions, financial
planners and investment advisors, and/or life insurance agents
proving the existence of the trust without having to actually
show them the trust itself. |
| Assignment
& Bill of Sale |
Transfers
all personal property (untitled) to the trust. |
| Comprehensive
Transfer Document |
A 'catch
all' document setting forth your desire to transfer everything
you own to your Revocable Trust. |
| Pour
Over Wills for Both Spouses |
Wills designed
to catch assets that were inadvertently not placed in the trust
and requests that the probate court transfer such assets to
the Revocable Trust. |
| Marital/Community
Property Agreement |
Arizona,
Idaho, Louisiana, Nevada, New Mexico, Texas, Washington and
Wisconsin. Has the effect of classifying all marital assets
as community/marital property. Great care should be exercised
in using this document as there may be instances where such
a classification is not desired. |
| General
Durable Power of Attorney for Both Spouses |
A general
durable power of attorney for financial affairs allows you to
appoint an agent (typically referred to as an "attorney-in-fact")
to make your financial decisions for you if you are incapable
of making them for yourself. The power of attorney is designed
to avoid the expense and time delay involved in petitioning
the court for the appointment of a guardian. It also allows
you to appoint a guardian of your choice in the event that a
court appointment becomes necessary. |
| General
Durable Power of Attorney for Health Care for Both Spouses |
A durable
medical power of attorney (also referred to as a durable health
care power of attorney or an advance directive) allows you to
appoint an agent to make your medical decisions for you if your
incapable of making them for yourself. You can give your agent
instructions as to what type of medical care you want or do
not want, including the authority to withhold or withdraw life-sustaining
procedures, if you so desire. Without a properly drafted and
signed durable medical power of attorney your spouse and/or
children may not be able to control your medical care. |
| Letters
of Instruction Requesting that Certain Assets be Re-titled in
the Name of the Trust. |
It is imperative
that all your assets, especially the probatable ones, have their
ownership transferred to the Revocable Trust. Because of this
importance, your Revocable Trust package includes over 14
different types of letters and instructional requests that
you may sign and present to you bank, financial planner, insurance
agent and the like such that your assets will be properly re-titled. |
| Revocable
Trust Estate Planning E-Book. |
Your Revocable
Trust package includes an e-book with step by step instructions
as to how to create your Revocable Trust estate plan. The system
uses Microsoft Word and is an automated process. All you need
to do is fill out a template and press a button. The software
does the rest. |
