Mark D. Edwards
        Attorney at Law


                        877.745.7007
                     559.283.1011
 
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What is included in your revocable living trust (RLT) package?

Answer:


For married couples, my RLT package will include the following:  1) the RLT; 2) a pour-over will for each spouse; 3) an advance health care directive (AHCD) for each spouse; 4) a financial durable power of attorney for each spouse; 5) a HIPAA release to coincide with the AHCD for each spouse; 6) an assignment of personal property to your RLT; 7) deed to transfer realty to the RLT (if applicable); 8) a planning meeting; 9) planning related emails, phone calls and faxes to clients and your other advisers and insurance/retirement plan providers; 10) completion of funding documents for your life insurance and retirement plans; 11) correspondence to all third parties;  12) a comprehensive signing meeting; 13) a certificate of trust; and 14) a community property agreement.


For married couples holding ownership in their own corporation, LLC or LP, I also handle the transfer of the related security instrument to the RLT.


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