Property agreement:
For married couples, this can avoid needless capital gains taxes if the survivor sells appreciated assets and can help fully utilize each spouse’s estate tax exemption.
Advance health care directive:
Includes a durable power of attorney for health care, which authorizes the person(s) of your choosing to make health care decisions for you if you become incapacitated. Also includes a living will, which may authorize withdrawal of life support when there is an irreversible coma or terminal illness.
HIPAA authorization:
Permits the persons that you’ve named to make your medical and financial decisions immediate access to your health information when the need arises, without having to go to court.
Health document emergency card:
A special card for you to keep in your wallet that allows your emergency health care providers immediate fax access to your advance health care directive and HIPAA authorization, when necessary.
Plus…The “Owner’s Manual”
The Living Trust “owner’s manual” includes copies of your estate planning documents (as described above) as well as the following items:
Title transfer instructions:
Title transfer guidelines and instruction letters for transferring your assets into your Living Trust. (At the time we sign your trust, we typically also sign all deeds transferring your California real estate to your trust. These letters are for use with your other assets).
Trust certification:
Summary copy of selected portions of your Living Trust in case a bank or other institution requests it when you transfer assets to your trust.
ID card:
A key item to keep in your wallet, readily available, so when you acquire new assets you correctly place them into the proper legal name of your trust.
Plus…Our Unique Free Service Package
Our services go far beyond just setting up the Living Trust. Our lawyers and firm’s resources will be available to you through:
Free phone calls:
To help you and to answer your questions.
Free meeting to review your plan:
Every three years, to make sure your estate plan is up-to-date with any law changes and newer planning strategies, and continues to accurately reflect your planning wishes.
Free seminars:
On new services and strategies, law changes, advanced estate planning, and various financial and tax planning subjects.
Free email newsletter:
Published monthly to keep you informed of the latest estate planning developments and strategies.
Specially discounted “upgrade” packages:
When law changes require important revisions of your Living Trust estate plan in the future.
Free consultation with your successor trustee upon your disability or death:
To help assure your trust will be properly implemented when the time comes.
All of the above “most complete Living Trust package” is individually tailored and prepared for a fixed fee, quoted in advance and agreed to by you in writing before any work is done.
Talk To Us Today To Get Started
A free seminar will lay the foundation for the important questions that you need to be thinking about before establishing a Living Trust. We invite you to attend one for free of charge. By attending, you will be entitled to a special fee discount.
After the seminar, you can schedule a free consultation at one of our offices in Torrance, Orange, Newport Beach, Woodland Hills or Pasadena. Call us today at 866-402-1805.
