Your Estate Plan
Includes the Following Components:
Revocable Living Trust
This is the "core" document of your plan allowing you to state who is to receive your stuff. Our Trust provides privacy, convenience and control that everyone wants. The cost savings and administrative efficiencies associated with a fully funded Revocable Living Trust are well established undisputed facts.
Durable Powers of Attorney
This document is designed so you can select a person to act on your behalf to make decisions for you if your become incapacitated. The individual or agent you select would then be able to make financial decisions if you cannot.
Last Will & Testament
Should you not place all your assets into your Trust, your Last Will, sometimes called a Pour Over Will, will accomplish this objective. Your Will directs that any assets that are in your name when you die are to transfer to your Trust. This allows you to be sure that ALL your assets will flow through your Trust. Additionally, your Will states your choice of a guardian for any appropriate beneficiary.
Health Care Directives
This document allows you to make multiple health care directives. Examples of directives are: having life support systems removed or allowing for cardiopulmonary resuscitation. Additionally, you can appoint the person who would carry out your requests. And, you have the ability to update your instructions on line at anytime.
Client Console
When you set up Your Plan you are provided a password protected account in the 'cloud' - your Client Console. This account is complementary for ninety days providing a number of benefits:
♦ E-Sign Dynamics - You Sign ALL Your Documents On Line
♦ Electronic Funding Kit to Assign All Assets to Trust
♦ 24/7 On Line Document Access
♦ Emergency Physician Access to Health Care Docs
♦ Trustee Access to Trust Documents
♦ Personal PostScript & Medical Alert Page
♦ Unlimited FREE Document Changes
♦ E-Vault Document Repository
People in Your Plan
Typically, your Beneficiary is the individual who receives your assets. Other people in your plan include the Estate Administrator, the one who makes financial decisions if you are not able and the one who follows your instructions concerning your assets after you die. Additionally, you need to chose someone to make medical choices if you can not. Adult children or other family members are usually chosen for these positions.