HERE’S WHAT YOU’LL RECEIVE IN YOUR REVOCABLE LIVING TRUST PACKAGE

REVOCABLE LIVING TRUST
Avoids probate, conservatorship and, in some
cases reduces estate taxes.

POUR OVER WILL
Transfers assets held outside of the trust into
the trust.

TRUST TRANSFER DOCUMENTS
Deeds, forms, etc. needed to transfer your
property into your trust.

CERTIFICATION OF TRUST
Provides a summary copy of the trust for easy
use in dealing with banks, brokers, insurance
companies, etc.

LIVING WILL
Authorizes medical personnel to remove life support systems, if you so desire, in the event of a terminal illness or injury.

DURABLE POWER OF ATTORNEY
Authorizes your agent to manage your property in the event of your absence or disability.

MEDICAL POWER OF ATTORNEY
Authorizes your agent to make health care decisions should you become incapacitated.

INSTRUCTIONAL MATERIALS
Assists you in gaining a thorough understanding of your trust and all documents contained in your portfolio.

SPECIAL NEEDS TRUST
For parents who have a disabled child, a special needs trust can protect your child’s inheritance. The establishment of a special needs trust provides benefits that supplement, but do not supplant, government entitlements like Medicaid and supplemental security income
(SSI).