The Revocable Living Trust
The living trust is a legal document which contains your instructions for the distribution of your assets upon your death. It creates an entity which holds your assets while you retain control of the assets. It does this much as a corporation owns and controls assets.
The living trust provides for an orderly transition of control of the assets so that it is not necessary for the probate court to be involved after the death of the Trustees. The trust avoids probate and is revocable, that is, it may be changed, amended, or cancelled by you at any time.
Your Estate Plan Binder contains:
- The Revocable Living Trust
- Certification of Trust
- Abstract of Trust
- Pour-Over Wills
- Durable Powers for Asset Management
- Advance Health Care Directives
- Personal Care Powers of Attorney
- HIPAA Authorizations
- California deed preparation
- Preliminary Change of Ownership Reports
- Schedule of Assets
- Funding Instructions
- Personal Information and Genealogy
- Attorney & Company delivery letters
- Final Instructions for Settling the Trust Estate