The basic trust package includes – numerous options for customizing various forms of the following documents (to allow the user to create everything from simple revocable trusts, A/B trusts, dynasty trusts or generation skipping trusts, etc)

Documents Included:

  • Living trust (Incl. restatements)
  • Pour-Over Wills

  • Certificate of Trust

  • Declaration of Trust

  • Assignment of Personal Property

  • Instructions for the Distribution of Tangible Personal Property

  • Voluntary Advance Directive (for Oral Feeding and Fluids in the Event of Dementia)

  • Minor’s Power of Attorney

  • Minor’s Health Care Power

  • General powers of attorney (Incl. the option for Springing Powers)

  • HIPAA compliant Health Care Directives with Living Will

  • Stand-alone HIPAA Waivers

  • Final Disposition (Burial) Instructions

  • Client Correspondence

  • Transfer Documents (Incl. state specific deeds for transfer for real property)

Key Options Included:

  • “Non-Traditional Couple” Trust option

  • Joint Trust Versions for Married Clients include

    1. Simple, probate avoidance Trust
    2. Disclaimer Trust
  • “A/B” Trust

    1. “Intentionally defective” Marital Deduction Trust (to protect the “step-up” in basis at the 2nd death)
    2. “QTIP” Trust (either pecuniary or fractional share) with optional “Clayton Election”
    3. “QDOT” provisions for a non-citizen spouse
      1. Specific Distribution Provisions include:
        1. Specific Sum and /or Percentage (individual or CSS Class gift)
        2. Gift of Real Property
  • Option to Purchase Real Property

    1. Life Interest in Real Property
    2. Life Interest in Cash or Percentage
    3. Gift of Business Interest
  • Forgiveness of Debt

  • “Special Needs Trust”

    1. Pet Trust
    2. Charitable Foundation
      1. Residual Distribution Provisions include:
        1. “Per Stirpes” with trusts for grandchildren
        2. Allocations between specified beneficiaries by shares or percentages
  • Delay for children to specified age or ages

    1. ”Family Pot” Trust
    2. Generation-Skipping Trusts
    3. “Dynasty Trust”
  • Stand-alone HIPAA Waivers
  • Final Disposition(“Burial”) Instructions
  • Client Correspondence (incorporating your letterhead), including

    1. Transmittal Letters
    2. Summary of Estate Planning Provisions
    3. Signing Instructions
    4. Trust Funding Instructions (for after-acquired assets)
  • Transfer Documents

    1. State specific Deeds for real property
    2. Letters of Instruction for re-titling to banks, transfer agents, brokerage firms, mutual funds, etc.
    3. Assignments of Deeds of Trust, limited and general partnership interests, business interests, etc.
    4. Requests for change of beneficiary designations for life insurance, retirement benefits, etc.
    5. Affidavits of death