Estate Planning Legal Counsel - Revocable Trust Document Package


Item Number: 173

Time Left: CLOSED

Value: $2,250

Online Close: Feb 23, 2024 10:30 PM CST

Bid History: 1 bid - Item Sold!

Description

This is probably something you have put off for a while, but you need. 


A revocable trust package includes legal documents such as a revocable living trust agreement, pour-over will, durable power of attorney, healthcare directive, and possibly other related documents depending on the specifics of the trust and the preferences of the grantor (the person setting up the trust). These documents are designed to outline how assets are managed during the grantor's lifetime and distributed after their death, while allowing the grantor to make changes or revoke the trust if necessary.


 
This package includes below: 


Married Joint Trust Package


• Joint Tenancy Revocable Living Trust


• 2 Pour Over Wills


• 2 Healthcare Power of Attorney Documents


• 2 Financial Power of Attorney Documents


• 2 Living Wills


• 1 Deed in Trust


Or


 
Single Person Trust Package


• Revocable Living Trust


• Pour Over Will


• Healthcare Power of Attorney Document


• Financial Power of Attorney Document


• Living Will


• 1 Deed in Trust

Special Instructions

Restriction: Client will pay all third party expenses incurred in notarizing trust documents, and recording funding documents. Does not include funding of the trust. Innovate Legal, LLC is available to assist clients in the funding of their trusts at our hourly rate. All out-of-pocket costs (e.g., deed recording fees) will be invoiced to the client in addition to any applicable hourly rate. Not applicable or redeemable for estate tax planning. 


Redeemed within 3 months of auction. Winner to email wgalioto@innovate-legal.com to begin the process.