Contact Us

The Check List, the Process, and the Deliverables for "Establishing Your Trust"

• Documents you'll need to bring on your initial visit:
• Real Property tax bills for all properties
• The names of two or more successor trustees
• Partnership agreement(s)
• Deeds to all properties
• Names of all your beneficiaries
• Trust Deeds where you receive money on a Note
• Your check or money order
• Your appointment will take approximately an hour. You will discuss to whom you want to leave your property and who you want to be successor trustee(s) after your death.
• About 20 days following your first appointment, you will receive all your estate plan documents.
• After reviewing your plan, calling with detailed or short questions, and making changes, you will make a second appointment, at which time you will sign all your documents at no additional charge.
• You will then notify all banks and stockbrokers or transfer agents so that the assets can be transferred to your trust. We will provide instructions for your use.
• We will direct you in making all necessary transfers of bank accounts and real properties to the Trust. Thereafter, all transactions will automatically be part of your Trust.

Your Estate Plan and Fee Includes:

• Revocable Living Trust
• Durable Power of Attorney for asset management
• Community Property Agreement (husband and wife)
• Instructions for transferring assets into Trust and transfer letters to institutions
• Two private office conferences: one with an attorney and one with a legal assistant
• Directive to Physician (Living Will)
• Durable Power of Attorney for health care
• Pourover Will(s)
• Telephone conferences
• Estate Planning notebook

Back