Comprehensive Living Trust Estate Plan

For RESDC Members

Retail Value $2,800

Courtesy Discount $1,950

$850

Benefits of a Living Trust Estate Plan

  • Avoids probate at death, including multiple probates if you own property in other states
  • Prevents court control of assets at incapacity
  • Provides maximum privacy
  • Allows for quicker distribution of assets to beneficiaries on death
  • Can be revoked or changed at any time
  • Can reduce or eliminate estate taxes
  • Can protect minors with special needs

Documents Included in the Living Trust Estate Plan

  • Revocable Living Trust (if married, Joint with Disclaimer or A/B provisions, if appropriate)
  • Trustee’s Certification of Living Trust
  • Community Property Agreement (if both spouses choose to have one)
  • Pour-over Wills
  • Durable Powers of Attorney for Asset Management, Funding and Special/Limited Powers
  • Advance Medical Directive (Power of Attorney for Health Care) with HIPAA Release forms
  • General Asset Transfer Documents and Letters
  • Specific transfer documents (i.e., Quitclaim or Trust Transfer Deed for Primary Residence*)
  • Explanatory materials regarding selected estate-planning concepts
  • Location Lists
  • Final Instructions Checklist and Burial Instructions Forms

Lopez & Wilmert                         (619) 589-1112 larisa@lopezwilmert.com         La Mesa & Chula Vista

Law Office of Scott Soady             (858) 618-5510   scott@help411.com                       Rancho Bernardo      

 

*Includes preparation of Assignments for the transfer of all personal property assets, using descriptions furnished by the client. A separate fee will be charged for all real estate transfers. Clients are responsible for transfers of real property outside of California. A separate fee will be charged for Generations Skipping Trusts and Special Needs Trust. Client will be responsible for paying any filing or recording fees. Review of existing Trust $300, will be applied to reinstatements or amendments.

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