Estate Plan Documents

Below are all the documents you’ll receive as a part of your Estate Plan

Revocable Living Trust

A revocable living trust, also known as a living trust, is a legal arrangement in which the creator of the trust transfers ownership of their assets to a trust during their lifetime and retains the right to modify or revoke the trust at any time 

Pour-over Will 

A pour-over will is a type of will that is often used in conjunction with a revocable living trust. The purpose of a pour-over will is to ensure that any assets that were not properly transferred into the trust during the person's lifetime are transferred into the trust after their death. 

Durable Power of Attorney

A durable power of attorney is a legal document that allows an individual, known as the "principal," to designate someone else, known as the "agent" or "attorney-in-fact," to make financial or legal decisions on their behalf if they become unable to do so themselves due to incapacity or disability. 

Advanced Medical Directives

Advanced Medical Directives are documents that help people make decisions about their health if they can't do it themselves. It includes two types of documents: a Living Will that states what kind of medical treatments someone would want to receive or not receive, and a Healthcare Power of Attorney, which chooses someone to make decisions about medical treatments if the person can't do it themselves. 

Certificate of Trust

A certificate of trust is a document that summarizes the key provisions of a trust without revealing sensitive information about the trust or its beneficiaries. The certificate of trust is often used as a substitute for the full trust agreement when dealing with third parties, such as banks, financial institutions, or real estate agents. 

Assignment Forms 

The assignment of personal property forms for a trust is a legal document that transfers ownership of personal property from an individual to a trust. This document is used to ensure that the assets held by the trust are properly managed and distributed according to the wishes of the trust's creator. 

Ancillary Documents 

Documents that will assist in settlement, funding or completing the trust, or guide the client by clarifying their trust documents and options. 

Quit Claim Deed Templates

A quit claim deed is a document used to transfer ownership of a property from one person to another. It is often used when transferring property between family members to a trust.