Are you looking to avoid probate when it’s time to pass your assets to your beneficiaries? If you want a way to transfer your assets to the next generation without all the court costs, attorney fees, personal representative fees and other expenses, we have your solution!
Many people do not know that when their estate goes through probate, creditors will have an opportunity to lay claim to some of their assets. This can easily be avoided when one properly prepares to transfer assets through a Revocable Living Trust.
Do you have minor children and need to assign a Guardianship and/or Conservatorship over them? By creating a Trust, you will have the power to make sure that your children will be taken care of and the assets follow your children. Without a trust, some families fight over the money while the children end up in the custody of the state.
Do you have a child that makes poor financial decisions? Maybe he or she has drug addiction or other addictive behaviors that concern you. Our trust package allows you to make sure their inheritance will not be wasted on drugs or gambling.
This appointment is generally about 45 minutes and provides us with the pertinent information that we need to prepare your documents. This appointment is also when you will select which Trust Package or documents you will have us prepare.
We will prepare your documents accurately and precisely. The documents that we prepare are not templates or fillable forms, but customized documents just for you. This process generally takes about a week to complete.
We will provide two disinterested witnesses and a notary public, and ensure that everything is executed properly. You will have an electronic in pdf format, you will also take home your originals, which will be bound in a padded leather binder.
Once your documents are completed and executed, we assist you in transferring your assets to your trust, commonly known as funding the trust.
| Ultimate $1,499 | Irrevocable $2,999 | |
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Revocable Living Trust |
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Certificate of Trust |
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Marital Property Agreement |
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Last Will & Testament |
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Durable Power of Attorney |
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HealthCare Power of Attorney |
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Mental Health Power of Attorney |
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Living Will |
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Memoranda & Instructions |
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Administrative Documents |
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Customized Transfer Letters |
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One Trust Transfer Deed |
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Schedule of Assets |
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Guardianship for Minors |
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Creditor Protection Trust |
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Divorce Protection Trust |
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Bankruptcy Protection Trust |
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IRA Trust |
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Choose One of the Following: |
