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All of
our
Trust binder include:
-
Revocable Living Trust
-
Trust Overview
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Instructions for Settlors,
Trustees and Successors
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Durable Powers of Attorney for
Property Management
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Durable Powers of Attorney
for Health Care (including Living Will)
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Pour-Over Wills
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Abstract of Trust
-
Personal Information Page
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Blank forms for future trust administration
Plus these
Funding Tools:
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Complete Schedule A listing all assets
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Deeds and PCORs
with envelopes addressed to the County Recorder
Letters & envelopes addressed to
each financial institution
Plus
these customer-oriented features:
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Custom cover letter from
Attorney
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Agent contact information
on cover
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Special pages you request
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Personalized client documents
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