ESTATE PLANNING SERVICES

REVOCABLE LIVING TRUSTS

A, A-Marital, A/B, A/B/C or Domestic Partners
Includes:

• Declaration of Trust
• Pour-Over Will
• Abstract of Trust
• Nomination of Guardian
• Nomination of Conservator
• Funding Instructions and Documents
• Preparation of Real Property Transfer Deeds
• Schedule of Assets
• Durable Power of Attorney: Asset Management
• Durable Power of Attorney: Health Care
• Living Will Declaration
• Schedule of Itemized Gifts
• Estate Settlement Instructions
• Delivery & Notarization of original documents

ADVANCED ESTATE PLANNING

• Irrevocable Insurance Trusts
• Charitable Remainder Trusts
• IRA Inheritance Trusts
• A/B and A/B/C Divisions

ASSET PROTECTION STRATEGIES

Incorporations

• Limited Liability Companies (LLC)
• Family Limited Partnerships (FLP)

ADDITIONAL SERVICES

• Trust Reviews
• Powers of Attorney: Health Care
• Powers of Attorney: Asset Management
• Estate Settling
• Notary Service
• Deed Service
• Affidavit Of Death