Description
The Single Trust Package for Individuals with Children is a comprehensive estate planning solution tailored for single parents. This package includes a Revocable Living Trust, allowing you to manage assets, avoid probate, and ensure a seamless transfer of wealth to your children. The Pour-Over Will captures any assets not already in the trust, ensuring they’re passed on according to your wishes, while the Living Will, Durable Power of Attorney, and Medical Power of Attorney empower trusted individuals to make healthcare and financial decisions if needed.
For asset protection, the package includes an Assignment of Personal Property to Trust and one Deed for Transferring Real Estate (filing not included), making it easy to incorporate personal items and real estate. Detailed Instructions for Funding the Trust simplify transferring assets, while a Trustee Handbook assists trustees in carrying out your plans for your children’s future. The HIPAA Authorization grants access to medical information as needed, and a Personalized Estate Planning 3-Ring Binder keeps all documents secure and organized.
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
This package ensures a secure, structured plan for your assets, providing peace of mind that your children’s future is well protected and clearly managed.
