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A $4,800 value, the Basic Revocable Trust package is designed for Texans whose needs truly are simple, but who want to avoid losing precious resources to probate. The benefits of this basic trust planning are substantial. A properly funded Trust can:
The Basic Revocable Trust package includes:
Simple Revocable Living Trust. Your rule book to govern your future.
Certification of Trust. Proof to banks and other third parties that your trust exists; which is all they need to know about your plans.
Pour-Over Will. Insurance in case an asset that should have been in your Trust was left out by mistake.
Durable Power of Attorney. Appoints an agent to help you with financial tasks.
Medical Power of Attorney. Appoints an agent to make basic healthcare decisions if you can’t.
Directive to Physicians. The so-called “living will” expresses your wishes for the end of your life.
HIPAA Authorization. Allows your doctors to communicate with your family.
Funding Tools.
Deed transferring your Texas homestead to your Trust.
Assignment of your tangible personal property to the Trust.
Funding Table. A chart/checklist to use as you transfer assets to your Trust.
Price is for Individual Client. Couples price is $2,495.00.
A $4,800 value, the Basic Revocable Trust package is designed for Texans whose needs truly are simple, but who want to avoid losing precious resources to probate. The benefits of this basic trust planning are substantial. A properly funded Trust can:
The Basic Revocable Trust package includes:
Simple Revocable Living Trust. Your rule book to govern your future.
Certification of Trust. Proof to banks and other third parties that your trust exists; which is all they need to know about your plans.
Pour-Over Will. Insurance in case an asset that should have been in your Trust was left out by mistake.
Durable Power of Attorney. Appoints an agent to help you with financial tasks.
Medical Power of Attorney. Appoints an agent to make basic healthcare decisions if you can’t.
Directive to Physicians. The so-called “living will” expresses your wishes for the end of your life.
HIPAA Authorization. Allows your doctors to communicate with your family.
Funding Tools.
Deed transferring your Texas homestead to your Trust.
Assignment of your tangible personal property to the Trust.
Funding Table. A chart/checklist to use as you transfer assets to your Trust.
Price is for Individual Client. Couples price is $2,495.00.