Trust Package

Service Description

Protect your estate, maintain privacy, and help your loved ones avoid probate with this comprehensive trust package. It includes the essential documents to secure your assets and ensure your wishes are honored: Revocable Living Trust – Manages and distributes assets seamlessly, keeping beneficiaries’ funds protected. Certificate of Trust – Proves your trust exists without revealing sensitive details. One Deed – Transfers real estate into the trust. Pour-Over Will – Moves any remaining assets into the trust after your passing. Assignment of Property to Trust – Adds personal property for protection and management. Medical Power of Attorney – Appoints someone to make healthcare decisions if needed. Financial Power of Attorney – Grants authority to handle financial matters on your behalf. HIPAA Authorization & Release – Allows trusted agents to access medical records for decision-making. This package combines a trust with key supporting documents to safeguard your finances, health, and family with confidence.