A Living Trust Plan uses a combination of documents and strategies to manage and distribute your estate without probate.  The primary document is a revocable "living" trust which contains instructions to appoint a trustee and distribute your assets.  Other documents are included with this plan to fund the trust and assist the trustee to administer the estate. 

These documents are included with a Living Trust Plan:

• Revocable ("living") trust
• Certificate of trust existence
• Authorization to disclose medical information
• Warranty deed to transfer real estate to trust
• Assignment of personal property to trust
• Agreement to transfer business assets to trust
• Trust funding instructions
• All documents needed by the trustee to administer the trust (trustee instructions, acceptance of trust, certificate of trust, notice to beneficiaries, and notice to creditors)
• Pour-over will
• Power of attorney
• Healthcare directive
• Appointment of guardian
• Appointment of funeral representative
• Estate planning roadmap

A Living Trust Plan is suitable for anyone who meets these criteria:

• Desires to avoid probate
• Wants to appoint a person to manage and distribute their estate
• Has minor children, or multiple adult beneficiaries, or relatively complex distribution plans for their property

A Living Trust Plan is designed to provide these benefits (which may vary in each case):

• Avoid probate proceedings
• Reduce cost and complexity of estate administration
• Coordinate assets to work with estate planning documents for maximum benefit
• Designate any number of beneficiaries, and the age at which they will receive property
• Designate personal property to be given to specific persons
• Make charitable gifts
• Provide care and support for beneficiaries
• Protect property from waste by beneficiaries
• Protect property from beneficiaries' creditors
• Disinherit specific persons
• Manage property for persons under disability or with substance abuse problems
• Appoint a trustee to manage property for beneficiaries
• Appoint an agent under power of attorney to make financial decisions, and handle digital assets
• Appoint a patient advocate to make medical decisions, including withdrawal of life support
• Appoint a guardian to care for minor or adult children
• Appoint a funeral representative to carry out your funeral and burial instructions
• Prevent family disputes

We provide the following services with this plan:

• Consultation to create your plan
• Custom document drafting
• Consultation to review documents
• Witness and notarize documents
• Deed recording
• Document binding
• Scan documents to flash drive
• Delivery of original documents and copy on flash drive
• Follow-up consultations as necessary to implement plan

Our fees for this plan -  

Single Person:  $2,450

Two Persons:  $2,750