Trust Package

For married couples or individuals. Includes Revocable Trust, Certification of Trust, Power(s) of Attorney (finances), Advance Health Care Directive(s)/Power of Attorney for Health Care, HIPAA Release(s), Pour Over Will(s) and Property Agreement (For Community Property States Only).  

For married couples or individuals. Includes Will(s), Power(s) of Attorney – Finances, Advance Health Care Directive(s)/Power(s) of Attorney for Health Care, and HIPAA Release(s). 

This includes Financial Power of Attorney, Advance Health Care Directives/Power of Attorney for Health Care, and HIPAA Release for one person. This is commonly used for children going away to college.

Did you create a trust with another entity but are seeking a restatement? No problem. We are here to help!

Available for returning clients who have previously completed a plan with us.

This assigns a business interest to a trust for probate avoidance purposes.