Living Trust Estate Toolbox
Complete Estate Planning Kit

The following forms are included in the Living Trust Estate Toolbox:

  1. Living Trust (state-specific): A trust is a legal arrangement under which the trustee holds legal title to property for another person, called a beneficiary. By appointing yourself the trustee of your own living trust, you keep full control over all trust property during your lifetime. Upon the death of the grantor, the successor trustee takes over and makes distributions to beneficiaries as stipulated in the trust.

    Shared husband and wife trust distinguishes between the separate property of each individual and joint/shared property. Listed separate property is managed solely by owner while joint/shared property, such as homestead, is co-managed.

    A completed sample trust form and instructions are included.

  2. Pour-over Will (state-specific):  A Pour-over Will is commonly used in conjunction with a living trust.  This type of Will "pours" any property owned by the deceased at the of time of his/her death into the living trust. A completed sample Will form and instructions are included.

  3. Warranty Deed (state-specific):  Included in the package is a state-specific warranty deed specifically configured to transfer real estate into a living trust. Use the deed to transfer real estate, such as a home or vacation property, into the trust, if desired. Note: A quit claim deed should never be used to transfer property into or out of a living trust. A completed sample deed form and instructions are included.

  4. Trust Revocation Form:  Used to revoke a trust.

  5. Trust Amendment Form:  Invariably, your living trust will need to be amended. Whether you need to add or delete beneficiaries, change trustees or make other modifications, all changes are accomplished via an amendment. Amendments must be properly documented to be binding. A completed sample form and instructions are included.

  6. Living Will (state-specific):  an advance directive documenting wishes regarding end-of-life medical treatments (life-sustaining treatments) including medical treatments you choose to have, as well as the procedures or treatments you do not want to have in some or all circumstances. Living wills discuss feelings about life-sustaining care or treatments. A living will should not be confused with a last will and testament which provides instructions to your personal representative and the probate court, only to be used after your death.

  7. Health Care Power of Attorney (Health Care Proxy) (state-specific):  appoints and empowers another person, a proxy (thus the name health care proxy), to make all medical and health care decisions when the principal is unable to do so. While a Health Care Power of Attorney can include written instructions for your patient advocate, proxy, to follow, the choices do not have to be included for the Health Care Power of Attorney to be used. Our Health Care POA also includes life-sustaining treatment choices to guide the health care proxy.

  8. Durable Power of Attorney - General (state-specific): grants the agent, referred to as an attorney-in-fact, authority over financial matters. A general poa, also called a financial power of attorney, gives the agent power over financial matters such as banking, investments, real estate, insurance and taxes. A durable power of attorney continues in effect or takes effect when the principal is incapacitated or disabled.