Elite Trust Package for Single Individuals

Our most comprehensive estate plan, covering all advanced planning needs.

This package includes all of the following services:

1. Trust Summary

2. Advanced Revocable Living Trust

3. Pour-Over Will

4. Name and Fiduciary Summary

5. Trust Quick Reference Page

6. Funding Instructions

7. Power of Attorney

8. Certificate of Trust/Affidavit of Trust

9. Assignment of Personal Property

10. Deed Preparation and Recording

11. Affidavit Regarding Residence in Trust

12. Registration of Trust

13. Information to Healthcare Agent

14. Advanced Healthcare Directive

15. HIPPA Waiver

16. Remembrance and Services Memorandum

17. Personal Property Memorandum

18. In Person or Remote Signing Meeting (your choice)

19. Custom Compiled Binder

20. Printing/Mailing of Binder (if executed remotely)