Trust Plan

Our Trust Plan is designed to provide our clients with a comprehensive estate planning solution. We understand that planning for the future can be daunting, so we have included six essential documents to ensure that all aspects of our client's estate are covered.

Documents Included:

• Trust
• Will
• Financial Power of Attorney
• Medical Power of Attorney
• Funeral Representative Designation
• Deed

Services Included:

• Drafting personalized estate planning documents
• Individualized trust provisions
• Drafts review meeting
• Preliminary trust funding and guidance
• Phone and email correspondence with attorneys and paralegals
• Unlimited modifications prior to the signing of final documents
• Unlimited questions regarding the provisions of the documents
• Deed search due diligence
• Property transfer affidavit
• Deed drafting
• Deed signing including notary
• Recording of deed
• Formal signing of documents (including witnesses and notary)
• Personalized estate planning portfolio
• Digital copies available upon request
• Trust funding checklist
• Memorandum of wishes
• Vehicle transfer forms
• Certificate of Trust
• Additional copies of the executed documents
• Annual follow up