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.
Health Care Directives
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. Also known as,
Advanced Heath Care Directive.
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. Optional 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.
Additional Planning Available To Add To Your Portfolio
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 properly
take care of themselves.
|