Complete Living Trust Package
We can help with simple trusts. Our trust package includes the services of a vetted notary. In addition to the vetted notary, we will provide the required witnesses to be present at your signing ceremony. We also help you fund your trust by filing your trust transfer deed. Any filing fees, messenger fees, courier fees, and additional deeds will count as additional charges. Please remember to update your important documents when you have a life event that cause your priorities to change. Our documents include:
- Revocable Living Trust
- Certificate of Trust
- Pour Over Will
- Durable Power of Attorney
- Advance Health Care Directive
- Trust Transfer Deed for One Property
Power of Attorney Package
It is never too early to plan to avoid a conservatorship. Whether you are a young adult heading off to college, wanting to give your parents authority to act if the need arises, or an older adult, wanting to assign a trusted individual as your agent to act on your behalf during your serious illness.
Be ready ahead of a life emergency. Have clear permissions in place so someone you trust can legally act on your behalf during an incapacity or serious illness. Our power of attorney package includes the documents listed below and all required notarizations and witnessing.
- Financial Power of Attorney
- Healthcare Power of Attorney
- Advance Health Care Directive
- HIPAA Release
The Legacy Vault â„¢
We are an Official Partner of The Legacy Vault™, powered by My Life & Wishes®. This virtual life organizer uses the highest military-grade security standards. It is an all-in-one solution for digitally storing everything that is important to you, while building a thorough road map for your loved ones. You can update details and authorized users at any time and from anywhere. You can access digital copies if documents are damaged, lost or stolen. A vault can be owned by an individual or couple. It comes with unlimited document uploads for storing items such as:
- Trusts & Wills
- Tax Documents
- Powers of Attorney
- Insurance Policies
- Bank & Retirement Accounts
- Account Passwords
- Personalized Videos