Trust: Married – No Children

$4,997.00

The Trust Package for Married Couples with No Children provides essential tools to protect assets and simplify estate management between spouses. It includes a Joint Revocable Living Trust, Pour-Over Will, Powers of Attorney, HIPAA Authorization, and funding instructions. Organized in a personalized binder, this package offers comprehensive guidance for a seamless, probate-free transfer of assets.

Description

The Trust Package for Married Couples with No Children offers a complete estate planning solution to safeguard your assets and streamline management between spouses. This package includes a Joint Revocable Living Trust, allowing both spouses to manage assets together, avoid probate, and ensure a smooth transition of property. The Pour-Over Will captures assets outside the trust, and the Living Will, Medical Power of Attorney, and Durable Power of Attorney provide clear instructions for healthcare and financial matters, empowering trusted individuals to make decisions if one or both spouses are incapacitated.

For property management, the package includes an Assignment of Personal Property to Trust and one Deed for Transferring Real Estate (filing not included), simplifying the process of including personal assets and real estate in the trust. Instructions for Funding the Trust guide you through transferring assets, while a Trustee Handbook supports the trustee in understanding their role. The HIPAA Authorization grants access to essential medical information, and a Personalized Estate Planning 3-Ring Binder keeps all documents organized and accessible.

Included in this Package:

  • Joint Revocable Living Trust
  • Certificate of Trust
  • Pour-Over Last Will & Testament
  • Living Will
  • Medical Power of Attorney
  • Durable Power of Attorney
  • HIPAA Authorization
  • Assignment of Personal Property to Trust
  • One Deed for Transferring Real Estate (filing not included)
  • Instructions for Funding Trust
  • Handbook for Trustees
  • Personalized Estate Planning 3-Ring Binder

This package provides a streamlined, organized approach for couples to protect their assets and establish peace of mind with a comprehensive, flexible estate plan.

Additional information

Add on's

Funding Trust, Life Insurance Irrevocable Trust, Business Succession Plan, Asset Protection Irrevocable Trust, Special Needs Trust, Advanced Healthcare Directive, Additional Deeds