Introductory Letter With Special Instructions
This document outlines all of the parties to your trust and gives specific instructions on how to execute your Trust.
Abstract of Trust
This is a short-form version of your Living Trust document and the one you present if your bank or any other authority asks for a copy of your Trust.
The Living Trust
This is the main Trust document which contains your wishes.
Schedules
This is the document where you list all the assets you want in your Trust. There are provisions for Real Estate and Personal Property.
Personal Property Transfers and Disposition of Personal Effects
This document is where you specify bequests of specific personal property, jewelry, collectables, family heirlooms, pets, etc.
Amendments to the Trust
This document allows you to make changes in your Trust yourself. Simply note the desired change, then date, and notarize, and it's done.
Assets Durable Power of Attorney
This document allows the person you appoint to function in your place in matters of business when you are unable to.
Pour Over Wills
This document directs all assets inadvertently left outside the Trust to be "poured over" into the Trust once they have cleared Probate. This assures only one channel of distribution for your assets.
Living Wills
This document instructs attending physicians regarding the ending of your life if you are irreversibly terminal or brain-dead. Choices in levels of care are provided for.
Durable Power of Attorney for Health Care
This document allows you to appoint a person to make health care decisions for you when you are incapacitated and unable to make those decisions for yourself.
Burial Instructions
This document allows you to determine and record your decisions regarding your burial.
Instructions Regarding Donation of Anatomical Gifts
This document allows you to give permission and specify details regarding the donation of vital organs or your entire body.
Settler Trustee Instructions
This section contains complete instructions for the settlement of your estate. Your appointed successor trustees can successfully close your estate by following these instructions.
Essential Documents Location
This set of documents allows you to record details of your life and location of important papers as well as key advisors you depended on such as your pastor, attorney, accountant, etc.
Last Instructions To Your Family
This section allows you to write a final private communication to your family and hold it in confidence until your death.
Appointment of Guardian for Minors
This document allows you to assign a legal guardian for your minor children or disabled adult dependent children.
Appointment of Conservator
This document allows you to assign a "Conservator of the Person" for yourself in the event you become permanently incapacitated through illness, accident, or old age, avoiding the need for a court-appointed Conservatorship.
Separate Property Agreements (A-B Trust Only)
These documents allow you to legally define separate property between spouses, especially in community-property states.