Table of Contentsfor Living Trust PortfolioThis is to provide you with the details of our living trust package for a standard living trust. This gives you an idea of what you are getting when you are comparing other services. Make sure you get your monies worth! All trust packages are not created equal. |
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1.
LETTER TO CLIENT-
Informational
• Letter Re:
Conflict of Interest, Notary Instructions
2.
CLIENT ASSIGNMENTS-
Forms
3.
FUNDING YOUR TRUST, FUNDING ACKNOWLEDGMENT
4.
INFORMATION RE: TRUST CERTIFICATION
• Trust Document • Schedules • Assignment of Personal Property • Assignment of Personal Effects • Location Of Originals For All Important Personal Papers • Names, Addresses And Telephone Numbers Of Relatives 7. INFORMATION RE: POUR OVER WILLS• WILL of Wife • WILL OF Husband 8. INFORMATION RE: DURABLE POWER OF ATTORNEY 9. DURABLE POWER OF ATTORNEY- FINANCES• DPOA Of Wife• DPOA OF Husband 10. INFORMATION RE: HEALTH CARE POWER OF ATTORNEY • Health Care DPOA of Wife• Health Care DPOA of Husband 11. HEALTH CARE DIRECTIVES• HIPAA statements • Intent to Return Home statements 12. INFORMATION RE: LIVING WILLS• LIVING WILL OF Husband 13. GUIDELINE LETTER OF INSTRUCTION 14. INSTRUCTIONS TO SUCCESSOR TRUSTEE• Settling the Estate 15. GLOSSARY OF TERMS
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If you need a LIVING TRUST- don't hesitate to call! If you have total assets of over $100,000, you need to create a LIVING TRUST, also called a FAMILY TRUST to protect your loved ones and to avoid probate!
David Casey, Attorney
365 Broadway, Suite 203 - El Cajon, California Telephone (619) 447-6780 - E-mail: Familylaw1@aol.com (Note: This web site is for general information only - there is no inference that the law office of David Casey represents you in any way until a retainer and fee agreement is signed by you and attorney David Casey). Any documents documents drafted without you coming into my law office or via the internet is considered in Pro Per and solely based on your representation of facts. See what a TRUST PACKAGE includes - click here Table of Contents for Trust Click here. A properly constructed trust will help protect your assets and can give your children or estate these assets after you're gone. A trust is much less expensive for most than a probate matter. You must also take into consideration that the government will be less involved in your private affairs than it would during a probate matter when your entire estate is normally open for public viewing. |
