…may have assets that would go through probate, and who want the peace of mind that: the family will not have to go to court; their privacy will be protected; and assets will transfer to heirs with ease.
This plan includes:
Basic Revocable Living Trust
Pour Over Will
Durable Health Care Power of Attorney, including HIPAA Releases
Durable Property Power of Attorney, including HIPAA Releases
…wants the total assurance and peace of mind that the Trust Plan offers, and the comfort of knowing asset transfers have been taken care of by our team. This plan is appropriate for busy families looking for the greatest amount of convenience and care.
This plan includes: Everything in the Trust Plan, plus
Revocable Trust Design
Affidavit / Certificate of Trust
Constitutional Living Will
Personal Property Memorandum
Anatomical Gift Form
Supplemental instructions for Memorial and Health Care
The complete solution for your legacy and estate planning, offering added benefits and peace of mind through LifespanWorks℠ continuing support.
Initial & ongoing funding support including Lead Sheet™ System
Updated Restated Revocable Living Trust once every 3 years
Second opinion service
One personal two-hour counseling session with attorney every year
Basic word processing amendments to Revocable Living Trust
Your Ultimate Legacy℠ conversation recording
Family Legacy℠ meeting
Unlimited phone calls
LifespanWorks℠ Educational Workshops
Settlement fees guaranteed
Introducing the Legacy Foundry platform
Share your wishes and start conversations with family through this intuitive and easy-to-use service.
With the Legacy Foundry platform, we are helping families start discussions on difficult subject matter around legacy and end-of-life decisions.
Guided questionnaire to establish your legacy & planning goals
Easy-to-follow prompts for self-led modules
Secure sharing platform to ensure family members and advisors have access to the documents they need
Easy-to-understand videos and written materials for education on topics like health care directives and probate
The topics aren’t always easy to discuss or understand, but with this new tool, we can help get more family members engaged in the discussion early, to avoid future conflict and ultimately bring you closer together.
START YOUR ESTATE PLAN TODAY
Contact us to request a quote and set up your FREE initial consultation to start protecting your legacy today!