Our Comprehensive Estate Planning Packages include:

• A set of vital Ancillary Documents for each person (Durable Power of Attorney for Assets, Durable Power of Attorney for Healthcare or Advanced Directive, Living Will, Nomination of Conservator, Appointment of Guardian, and Anatomical Gift)
• Abstract of the Trust
• Trust Certification
• Pour-Over Will
• Assignment of Furnishings and Personal Effects
• A professional quality binder with tabs and inserts with explanations for different aspects that help you keep organized
• Two sets of quality documents with Plain English summaries that explain the important documents, their purpose and how to use them
• A Funding Manual to educate you so you’re sure you’ve put ALL required assets into your trust
• 1 set of Ancillary Documents per person (DPOA for assets, DPOA for healthcare or Advanced Directive, Living Will, Nomination of Conservator, Appointment of Guardian, and Anatomical Gift)
• Abstract of Trust
• Trust Certification
• Pour-Over Will
• Assignment of Furnishings and Personal Effects
• 1 three-ring professional quality binder with tabs and inserts
• 1 set of quality documents with Plain English summaries
• Funding Manual

We offer a wide variety of customized estate planning solutions and documents.

Nationally Transportable Living Trusts

Our trusts are designed to be living documents that move with you. Should you decide to move to another state, the trusts are flexible enough to move anywhere in the United States.

• Single A Trust
• Married A Trust
• Married/Unmarried AB Trust
• Married ABC Trust
• A Q-TIP Trust (for married person)
• Partner AA Trust
• Partner AB Secure Trust (for Domestic Partners)
• Flex Trusts
• Complete Amendment
• Partial Amendment

Vital Ancillary Documents

There are a number of other legal documents that are not legally required parts of the Living Trust but which should be included in or with the Trust to provide for future contingencies. Our ancillary documents offer you additional control over your person or assets. These documents are so vital they are included, at no additional charge, as part of your comprehensive document package.

• Pour-Over Will
• Living Will
• Durable Power of Attorney For Health Care
• Durable Power of Attorney For Assets
• Nomination of Conservator/Guardian
• Appointment of Guardian
• Anatomical Gift

Advanced Planning Vehicles

Because many individuals have needs that go beyond basic estate planning, we offer numerous Advanced Estate Planning Solutions that can be incorporated into your overall estate plan. These documents should be considered as a supplement to your Living Trust to shelter your hard-earned estate from unnecessary estate taxes.

■ Asset Management Trust (Spendthrift Trust)
■ Beneficiary Trust (Dynasty)
■ Buy/Sell Agreement
■ Catastrophic Illness Trust (Medicaid Planning Trust)
■ Charitable Remainder Trust
■ Family Catastrophic Illness Trust
■ Gift Trust
■ Insurance Preservation Trust- Spousal Support (ILIT)
■ Insurance Preservation Trust (ILIT)
■ IRA/Qualified Plan Trust
■ Land Trust
■ Special Needs

“A POORLY WRITTEN TRUST IS WORSE THAN NO TRUST AT ALL.” Henry W Abts, III, nationally acclaimed author of The Living Trust

A poorly drawn trust can become a restrictive nightmare for the surviving spouse or successor trustee and beneficiaries. As long as the clients are living, it does not matter what a Living Trust says, because it can always be revoked. However, upon the death of the client, these poorly written Trusts are going to end up in probate court, with petitions being presented to revise or clarify the Trust wording. (Even though the main advantage of a Living Trust is to avoid probate, a Trust falls under the legal jurisdiction of the probate code; any need for clarification of a Trust therefore must be handled in the probate courts.)

One size does not fit all – no two people or families are alike! Your family’s needs, dynamics, personalities, and values are unique. If you use a form kit, you are asking for problems. Even LegalZoom.com reveals that 80% of people who fill in blank forms to create legal documents do so incorrectly. Plus, if your Will or Living Trust is not executed properly, it becomes invalid. If you overlook the opportunity to write specific instructions about how you want to provide for your spouse and children, your family will receive whatever the “cookie cutter” document provides, and you may not know of other options. The only estate plan you rely on is the one that is custom prepared by a qualified estate planning professional attorney.

A well-written comprehensive trust document comes about only through extensive experience. The Estate Planning Source’s trust documents are the result of more than 30 years of working together with legal counsel to cover every imaginable contingency.