WILLS & TRUSTS
PLATINUM PLAN
All Gold Plan Documents, Children’s Trust & Est. Tax Pl.
- Revocable Living Trust
- Children’s Trust
- Pour-Over Will
- Nomination of Guardians
- Durable Power of Attorney
- Advanced Healthcare Directive
- Initialed Instructions re AHD
- HIPPA Release
- Gifts of Personal Property
- Final Disposition Instructions
- Document Storage Binder
- PDFs/Digital Copies of Signed Docs
- Trust Funding Instructions
- Prof. Trust Funding / Est. Tax (> $5mill.)
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WILLS & TRUSTS