Comprehensive Living Trust Estate Plan
For RESDC Members: $850
Retail Value $2,800
Courtesy Discount $1,950
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.