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LIVING
TRUST
Your Turst Documents Will Include:
Revocable Living Trust
Assignment of Personal Property
Community Property Agreement
Last Will and Testament*
Durable Power of Attorney*
Health
Care
Asset Management
Directive to Physicians
Certification of Revocable Living Trust
Assignment Forms and Transfer Notification Letters
Information for Survivors
Irrevocable Catastrophic Illness Trust
*
Separate documents for husband and wife, when applicable
Your
Legacy Planned Estate Will:
Eliminate
probate and the emotional trauma that accompanies this costly,
time consuming procedure.
Minimize estate taxes to the fullest extent permitted by law.
Identify guardians for minor children.
Make certain your specific wishes are made known.
Protect your right to die and eliminate the need for family
members to make difficult decisions relative to your health
care in the event you are incapacitated.
Organize your financial affairs and let you enjoy the "peace
of mind" that comes knowing you have provided for your
family and loved ones.
In-addition
You Receive:
Personal
assistance using the Help-Line for quick and accurate answers
to your estate planning questions;
Twelve
(12) issues of Update to help you better understand how to use
and maintain your trust;
Continual
review of your documents by our professional legal and support
staff;
Annual
notification of technical changes to our document;
Notification
of any required legislative changes that impact your documents;
and Our unconditional service guarantee.
The
Guarantee:
Highest-Quality
Documents
If
you are unsatisfied, for any reason, with your estate planning
documents, simply return them within 90 days of delivery for
a full refund.
Amendments
We
guarantee our amendment fees to be the lowest available:*
First
12 months all services at no charge.
Post-Mortem
Services
We
guarantee our post-mortem fees (any required legal services
upon the death of a Grantor) to be the lowest available.**
**
We will match any attorney's written fee.
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