LIVING TRUST

A Living Trust is an essential tool that every person or married couple should have. It protects assets, avoids probate court, provides for children and can save a lot of $ money on taxes from being paid from your estate.

 

 

 

 

 

Complete Individual Living Trust: $499.00 Single

  • This takes 10 days to complete after initial meeting. Possible amendments might need to be made prior to finalization of the Trust.

Service Includes:

  1. Living Trust
  2. Last Testament Will
  3. Pour Over Will
  4. H.I.P.P.A. Release Forms
  5. Durable Power of Attorney
  6. Durable Health Power of Attorney
  7. Misc. Items For Possible Future Use.

 

Complete Joint or Married Living Trust $599.00 for Joint

 

  • This takes 10 days to complete after initial meeting. Possible amendments might need to be made prior to finalization of the Trust.

Service Includes:

  1. Living Trust
  2. Last Testament Will
  3. Pour Over Will
  4. H.I.P.P.A. Release Forms
  5. Durable Power of Attorney
  6. Durable Health Power of Attorney
  7. Misc. Items For Possible Future Use.

 

Wills Standard Fees Apply    $200.00 and up                      

  • Living Will: A document, typically signed in advance while in good health, that specifies the decisions somebody wishes to be taken about his or her medical treatment in the event of becoming incapable of making or communicating them.

  • Last Will And Testament: A Last Will and Testament is a testamentary document that distributes, upon your death, your property and accumulated wealth to intended beneficiaries and establishes guardianship for your minor children.

 

Health Care Power of Attorney $99.00

  • Allows an appointed “Agent” to make health care decisions for the principal in the event that the principal has become incapacitated and unable to do so.

 

Durable Power Of Attorney $99.00

Allows an appointed “Agent” to a person’s financials affairs if the “Principal” should become incapacitated or unable to do so.

 

Beneficiary Deed $150.00

Allows the "Principal" to transfer real property to their chosen "Beneficiary" should the "Principal" decease. It allows for a smooth flow between past and present owners, without a long waiting period for probate.

 

Quit Claim Deeds: $150.00

  • When creating a Trust many people transfer or “quit claim” property into their Trust to protect their property or assets.