The following items constitute a complete Estate Planning Portfolio:
- Revocable Living Trust – The Revocable Living Trust avoids Living Probate and Death Probate, and reduces or eliminates the Federal Estate Tax.
- Trust Property – Trust Property consists of assets owned by the Living Trust.
- Pour-Over Will – A Pour-Over Will is an estate planning tool that allows you to transfer (at your death), into your Trust, any asset outside the Trust.
- Funding Instructions – Funding Instructions are included in your Estate Planning Portfolio as guidelines for transferring assets to your Living Trust.
- Certificate of Trust – A Certificate of Trust is a brief document giving your name as having created a Living Trust.
- Life Insurance Summary – Information on your life insurance policies is summarized within your Estate Planning Portfolio.
- Location List & Family Information – This important list shows where all important documents are located and designates the people to notify in case of your incapacity or death.
- General Durable Property Power of Attorney – The General Durable Property Power of Attorney authorizes a person you name to manage your business matters if you become incapacitated.
- Health Care Durable Power of Attorney and HIPAA Authorization – The Health Care Durable Power of Attorney and HIPAA Authorization allows a person you name to make Health Care decisions for you if you become incapacitated and to receive information from your health care providers (physician and hospital.
- Natural Death Declaration (Living Will) – A Natural Death Declaration, also known as a “Living Will,” authorizes withdrawal of life support systems if there is a terminal illness.
- Legacy Plan – The Legacy Plan documents your values and personal family history.
- Estate Planning Letter – The Estate Planning Letter outlines distribution of items of personal property; burial and funeral instructions.
Your complete Estate Planning Portfolio gives you peace of mind and protects your family from the devastating legal effects of incapacity, death and taxes.
Free Initial Telephone Interview
Is your estate planning portfolio complete? Call our office at 406-294-4230 or 1-800-814-1248, M – Th 8-5 and Friday 8-3 (closed over the noon hour). Ask for our free initial telephone interview. One of our staff members will ask you some no-obligation questions to determine if our estate planning services can help you and your family.
Or send us an email with your telephone number and estate planning concern. Our staff will contact you during our business hours.