Create a New Trust
$1,499
- Family Trust
- Last Will and Testament
- Power of Attorney (POA)
- Medical Power of Attorney (MPOA)
- Advanced Directive
- HIPAA Authorization
- Transfer of home deed to (Trust $250 value)
- Documents for your bank to retitle your accounts
- Asset-Map (free, $199 value)
- Wisdom Letter template (free, $49 value)
Review of Existing Trust
$399
- Review of your Family Trust
- Written report with attorney comments
- Asset-Map (free, $199 value)
- Wisdom Letter Template (free, $49 value)
Your Personal Residence Deed of Trust
We will transfer the deed of your home to your new trust and record it in county recorder’s office for you.
Your Last Will & Testament
Your trust will also contain your last will and testament. It describes your wishes as to how the assets in the trust should be distributed.
Your HIPPA Authorizations
A valid HIPAA Authorization gives your family members the ability to get updates about your medical condition. It helps them in many other ways, such as the ability to receive medical bills.
Your Powers of Attorney
With power of attorney, you appoint a person or organization to manage your property and investments if you are unable to, such as when traveling.
Your Medical Power of Attorney
In a medical power of attorney, you designate an individual who will make medical decisions for you when you do not have the capacity to do so.
Your Durable Power of Attorney
A Power of Attorney ends when a person becomes incapacitated. A durable power of attorney stays in effect until the person dies.
Your Wisdom Letter to Children
Among other things, it may contain your wishes about the values of kindness, honesty and integrity they should uphold. Also, the mistakes you made in your life and which you would like your children to avoid.
Map of Your Assets on One Page
It is uniquely designed visual of your life’s financial accomplishments. It also lists the sources of your income. Which accounts are taxable, tax-deferred and tax-free. First of its kind in the nation.
Your Advanced Directives for Health Care
An Advanced Directives for Health Care is a legal document and goes into effect only when you are near end of life, incapacitated and unable to speak for yourself.