Trust Package

Service Description

Planning ahead is one of the greatest gifts you can give your family. A trust protects your estate, keeps your affairs private, and spares your loved ones from the probate process. This package includes the key documents needed to secure your assets and ensure your wishes are honored. • Revocable Living Trust – Creates a trust to manage and distribute your assets smoothly, while keeping your beneficiaries' funds protected and overseen over time. • Certificate of Trust – A concise document that confirms your trust exists without revealing private details. • One Deed – Transfers your real estate property into the trust. • Pour-Over Will – Ensures any assets outside your trust are automatically transferred into it when you pass. • Assignment of Property to Trust – Moves personal property into the trust for added protection and easier management. • Medical Power of Attorney – Designates someone you trust to make healthcare decisions on your behalf if you are unable to do so. • Financial Power of Attorney – Authorizes a trusted person to manage your financial affairs on your behalf. • HIPAA Authorization & Release – Gives your designated agents access to your medical records to support informed decision-making. This package offers a complete estate planning solution — combining the strength of a trust with the essential supporting documents to protect your health, finances, and the people you love.