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Living Trust Package -- Contents

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Daisy Finazzo          (click for > resolution & for > information)

Daisy Finazzo

DLC's Sr. Paralegal

CONTENTS OF A LIVING TRUST PACKAGE

Most of our Living Trust packages include the following:

---Declaration of Trust (the trust itself is intended to allow you to promptly transfer your property to those you choose and thereby avoid the costs, attorney fees, and delays associated with Probate).

---Pour-Over Wills (mini Wills which cover miscellaneous items intentionally not placed into the Living Trust or other items which were not placed into the Living Trust due to mistake or impossibility).

---Advance Health Care Directives (formerly Durable Power of Attorney for Health Care) (allows you to name the person or persons you want to make health care decisions for you if you become incapacitated).

---Quitclaim Deeds (allow you to transfer your property into your Living Trust without having your property taxes raised or your property reassessed).

---Preliminary Change of Ownership Forms (required by the county government to allow you to transfer your property into your Living Trust without having your property taxes raised or your property reassessed).

---Meetings with Attorney to Explain Trust (a DLC attorney will meet with you before your Living Trust is drafted to determine precisely how you want your property transferred, and then an attorney will meet with you again and fully explain your Living Trust to you).

---Detailed Instructions (DLC attorneys and staff will assist you to make the vital transfers to your Living Trust).

---FREE Routine Amendments to Living Trusts (unlike most law firms who charge hundreds of dollars to make amendments to living trusts, DLC will usually make routine amendments, like changing or adding beneficiaries or trustees, without charge).

The process of drafting your Living Trust will be faster and easier if you think about the following before you meet with an attorney:

--Beneficiaries (the persons or organizations you want to receive your property after you pass away, and the percentage (or particular items) you want each to receive).

--Trustees (the person, and at least one alternative, that you want to be in charge of managing and distributing your property after you pass away).

--Health Care Agents (the person, and at least one alternative, that you want to be in charge of making health care decisions for you if you become incapacitated or otherwise unable to manage your Living Trust while you are alive).

--Trust Estate (the property you have that will be placed into your Living Trust to be distributed to your beneficiaries after you pass away).

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Avoid Probate with a LIVING TRUST   . . .   INCORPORATE your business and protect your personal assets;  . . . Avoid litigation costs and attorneys fees by having your CONTRACT reviewed before you sign your rights away . . .