Revocable Trust
A revocable ("living") trust is the most common type of trust used for general estate planning. Our living trusts include the following documents and services:
- Consultation to discuss the terms of the trust;
- Trust document drafted to your specifications;
- Certificate of trust;
- Authorization to disclose medical information;
- Trust administration instructions upon incapacity or death of trust owner;
- Trust funding instructions;
- Estate planning roadmap;
- Consultation to review, execute, and notarize documents;
- Binder of original documents; and
- Electronic copy for safekeeping or distribution.
By using all of these documents in combination, you will save thousands of dollars in probate costs and administrative expenses.