The Most Complete Estate Planning Portfolio

At Legacy Planning Law Group, we offer a comprehensive Estate Planning Package.  We believe that you and your family will be best served by our plan.  Here is all that you get:

Part One: The Basics

• Revocable Living Trust
  • Avoids probate and conservatorships.  Reduces or eliminates federal estate taxes, depending on estate size.
• Pour Over Will
  • Transfers asset that are outside of the trust into the trust.  Names guardians for any minor children.
• Durable Power of Attorney - Property
  • Authorizes someone to manage your property should you become incapacitated.
• Advance Health Care Directive
  • Durable Power of Attorney for Healthcare which authorizes someone to make health care decisions for you if you become incapacitated. 
  • Living Will, which makes your healthcare wishes known, such as removal of life support systems if there is a terminal illness.
• Wallet Card
  • Ensures that all of your documents, including your health care documents can be accessed from anywhere in the world, 24-hours a day.  Includes a free one-year subscription to Docubank service.
• Title Transfer
  • We will transfer the title of your primary residence into your trust for you.
• List of Trust Property
  • A complete list of all of the assets held in your trust.

Part Two: The "Owner's Manual"

• What To Do When the Time Comes
  • A checklist of what for your trustee of the steps that he/she should take immediately upon death or incapacity.
• Trustee Duties
  • Successor trustee instructions for administration of your trust upon your death or incapacity.
• Direction Instructions
  • Instructions for your burial and funeral.  Also, distribution instructions for your personal property.
• Location List and Family Information
  • Location of all the important documents.  A list of people to notify upon death or incapacity.
• Trust Certification
  • A summary of your trust to certify your trust to banks or another financial institutions
• Detailed Instructions on How To Fund Your Trust
  • List of accounts/assets, instructions and sample letters for advising institutions to transfer your assets into the name of your trust.
• Review Checklist For Your Plan
  • Guidelines for the periodic review of your trust.  We offer a FREE REVIEW of your trust every three years.  We also offer a FREE meeting with your successor trustee upon incapacity or death.

Addition Planning Available

IRA Trusts

• A special trust to ensure the "stretchout" of the distribution of your IRA to your beneficiaries

Lifetime (Heritage) Trusts for Children

• Individual trusts set up for each of your beneficiaries (children, grandchildren or other) to protect their inheritance from creditors, divorce, lawsuits or government claims.  Sometimes called "Asset Protection".

Pet Trusts

• A trust that is set up for the lifetime of your pets to ensure that your pets are cared for in the way you desire, by the people you desire.

Special Needs Trusts

• A special trust that is set up for a beneficiary who is disabled or otherwise cannot take care of themselves.