Documents included in our Revocable Living Trust
Revocable Living Trust
When properly funded, avoids probate, and unlike a Will, may
reduce or even eliminate Federal estate taxes.
TrustTransfer Documents
Deeds, forms, funding letters, etc. needed
to transfer property into the trust.
Certification of Trust
Provides a summary of the trust for easy use
with financial institutions, (e.g.) banks,
brokers, insurance companies, etc.
Advanced Medical Directives
Authorizes medical personnel to remove life support
systems if desired, in the event of a terminal
illness or injury, or persistent vegetative state.
Durable Power of Attorney
Authorizes your personally chosen agent to
handle your financial affairs in the event of disability.
Medical Power of Attorney
Authorizes your agent to make health care
decisions should you become incapacitated.
Special Needs Options
If needed, we will establish "special needs" options
for any handicapped beneficiaries.
Pour Over Will
Transfers assets held outside of the trust into the
trust in the event of your death.
HIPPA
Allows medical professionals and hospitals to access
your medical records should something
happen while away from home.
Intent to Return
Protects your home’s exemption during your lifetime
if you end up on Medi-Cal.
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