Products

All of our Trust binder include:

  • Revocable Living Trust

  • Trust Overview

  • Instructions for Settlors, Trustees and Successors

  • Durable Powers of Attorney for Property Management

  • Durable Powers of Attorney for Health Care (including Living Will)

  • Pour-Over Wills

  • Abstract of Trust

  • Personal Information Page

  • Blank forms for future trust administration

Plus these Funding Tools:

  • Complete Schedule A listing all assets

  • Deeds and PCORs with envelopes addressed to the County Recorder

  • Letters & envelopes addressed to each financial institution

Plus these customer-oriented features:

  • Custom cover letter from Attorney

  • Agent contact information on cover

  • Special pages you request

  • Personalized client documents

 

Attorneys Trust Document Service, Inc. 2003-2006.