Trust: Single – No Children

$2,997.00

The Single Trust Package for Individuals Without Children provides essential estate planning tools to secure your assets and manage healthcare decisions. This includes a Revocable Living Trust, Pour-Over Will, Powers of Attorney, HIPAA Authorization, and funding instructions. A Trustee Handbook and a personalized binder keep everything organized, making it easy to protect your wishes and simplify asset management.

Description

The Single Trust Package for Individuals Without Children provides a complete and tailored estate planning solution, designed to give you control, privacy, and simplicity in managing your assets. This package includes a Revocable Living Trust, which helps you avoid probate, retain control over your assets, and direct how they’re distributed. Essential documents like the Pour-Over Will ensure any assets outside the trust are smoothly transferred to it, while the Living Will, Durable Power of Attorney, and Medical Power of Attorney safeguard your healthcare and financial decisions, allowing trusted individuals to step in when needed.

For property management, the Assignment of Personal Property to Trust and a Deed for Transferring Real Estate (filing not included) make it easy to include personal assets and real estate. Detailed Instructions for Funding the Trust guide you in transferring your assets, and a Trustee Handbook helps designated trustees carry out your wishes effectively. The HIPAA Authorization ensures access to your medical information, and all documents are organized in a Personalized Estate Planning 3-Ring Binder for convenience.

Included in this Package:

  • Revocable Living Trust
  • Certificate of Trust
  • Pour-Over Last Will & Testament
  • Living Will
  • Durable Power of Attorney
  • Medical 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

With everything in place for secure, easy management of your estate, this package offers peace of mind and control over your legacy.

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