ESTATE PLANNING
Our primary focus is to help clients create comprehensive estate plans. Ultimately, our hope is that your attorney at Family Trust Law Center becomes your trusted, long term estate advisor.
Most Comprehensive Plans Include:
- Revocable Living Trust
- Certificate of Trust (short form proof of trust) and Certificate of Trustee Authority
“Pour-Over” Wills - Durable Powers of Attorney
- Advance Healthcare Directives and HIPAA Releases
- Comprehensive Transfer Document
- Funding of the Trust, including
- Trust Transfer Grant Deed(s) w/related Assessor forms and documents
- Asset Transfer Letters to banks, investment firms and life insurance companies
- Assignments (of Corporate Shares, Partnership Interests, and/or Business Assets)
- Directions to Agents/Successor Trustees
- Estate Plan Summary and Personalized Estate Plan Organizer
You might be wondering how this process works. We do our best to make the estate planning process as easy as possible.
Usually we begin with a short video consultation, at no charge. After your initial consultation, we then schedule a more detailed video meeting with you to complete the confidential estate planning questionnaire. Following your planning appointment, we prepare your documents and email the drafts and an Estate Plan Summary for your review and approval. We meet again by video to review the documents together, answer questions and make any changes or corrections.
Then you are ready to sign! We schedule a mobile notary to come to your home, making the signing appointment as easy as possible for you. If you have completed a living trust, we will assist you with all the initial funding, including electronically recording your new trust transfer Grant Deed(s), and giving you detailed instructions for updating the title for your other trust assets.
When we are finished with your plan, we hope you will have a clear understanding of your will, living trust and other estate plan documents. The entire process usually takes between 2-4 weeks but may be completed sooner upon request.
Completing your estate plan with a qualified attorney at Family Trust Law Center can give you tremendous peace of mind.