Basic Estate Planning

Basic Estate Planning

Our process focuses on educating clients so that they understand the basics of their Estate Plan.  We explain the plan both verbally and visually.  As part of every plan, we will create a “MindMap” summarizing the terms of your plan and showing an overview of your assets, and an Excel spreadsheet showing trust and non-trust assets.  At the end of the process, every client will receive a written summary of their plan along with detailed instructions of next steps tailored to their unique fact pattern, a binder containing their plan documents, and a flash drive of the same documents.

Plans may also include these fundamental documents:

  • Living Trust (single, married, LGBT) with a Schedule of Assets;
  • Will
  • Durable Power of Attorney
  • Advance Health Care Directive
  • Community Property Agreement
  • Deeds and General Assignments of Assets into Trust
  • Assignments of entity interests: LLC, Partnership, and business stock etc.
  • Examples of Beneficiary Designations for Life insurance, IRAs and 401(k)s
  • Personal Property Memorandum
  • Certificates of Trust

Additional documents or provisions, as needed depending on the facts:

  • Special provisions for Seniors
  • Special Needs Trust
  • Pet Trust
  • Cabin Trust
  • Vacation Home Trust
  • Education Trust
  • Separate current Intervivos Irrevocable Trusts
  • Stand Alone Retirement Trust
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