Your Basic Package Includes:

An unhurried, thorough counseling session orchestrated to identify your goals, dreams, concerns and ambitions, to learn about you and your loved ones' needs and discuss your legal questions. Because I will listen, you can have an estate plan that WORKS!
In an elegant portfolio, your estate planning documents are attractively and neatly arranged. This portfolio serves as a recordkeeping system for your estate plan. It contains every document that your successor trustees and agents will need to follow your instructions. It is organized as follows:

Introduction: Information about your estate-planning portfolio.
Overview: A written summary or diagram of your living trust plan.
Living Trust Agreement: Your living trust agreement, as most recently amended or restated.
Pour-Over Will: Your will, which transfers to your living trust any assets that you do not transfer to it during your life.
Nominations: Master List of those you have entrusted with the various positions, such as Trustees and Health Care Agents.
Personal Information: The most recent personal and financial information that you have provided to us.
Funding Instructions: Instructions that explain how to transfer your assets to your living trust and how to name your trust as your beneficiary. I handle this task for you initially, and future transfers will be covered by an optional annual maintenance agreement.
Power of Attorney: A document that authorizes your agent to transfer property to your trust and manage your financial affairs should you become unable to manage them yourself.
Privacy Affidavit or Certification of Trust: A document that you can give to financial institutions and others when they request a copy of your trust. This keeps the personal and financial information in your trust private.
Trust Assets: Proof of every asset transfer to your trust and every designation of your trust as your beneficiary.
Health Care: An Advance Healthcare Directive and Power of Attorney for Healthcare and Personal Care Decisions that informs your doctors of your medical wishes. Includes a HIPAA Authorization Form, and an anatomical gift form that gives your consent to the transfer of your organs after death to living persons who need them.
Memorial Instructions: A statement of your personal wishes as to burial or cremation services.
Property Agreements: Agreements that govern the form of ownership of property owned by you and your spouse. Or cohabitation agreements for unmarried partners.
Personal Effects: Your instructions to your trustee directing the disposition of your personal effects, called a Personal Property Memorandum.
Other Documents: Any correspondence or other document related to you or your trust that would be helpful to your successor trustee. I include instructions to your successor trustee.