Revocable Living Trust (for a married couple, the software automatically determines the correct type of trust — whether a “simple trust”, a “disclaimer trust”, an “A/B trust” or a “Q-Tip trust”)
- “Pour-Over” Will
- Certification of Trust
- Declaration of Trust
- Assignment of Personal Property
- General Durable Power of Attorney
- Health Care Powers (including a “Living Will and Mental Health Care Power of Attorney”) which are HIPAA compliant
- Burial Instructions
- Distribution of Personal Property Instruction Form
- Deed for Residence (if needed)
- Deed for other Real Property (if needed)
- Deed for Mineral/Oil & Gas Interests (if needed)
- Letter of Instructions to Bank
- Letters of Instruction for Brokers, Mutual Funds and Direct Registration Accounts (if needed)
- Stock Powers and transmittal letters for stock certificates held by you (if needed)
- Letters of Instruction for Life Insurance, IRA’s and Annuities (if needed)
- Assignments for Business Interests, General and Limited Partnerships, LLC’s, Notes and Deeds of Trusts, etc. (again, if needed)
- Affidavit of Death of Joint Tenant (if property is still held in Joint Tenancy with a deceased spouse)
- Explanation of Estate Planning Provisions
- Signing Instructions
- Funding Instructions (for after-acquired assets)