Trust Types and Document Packages
We offer a variety of portfolios, including new or restated comprehensive estate plans, Will-based estate plans, individual ancillary documents, Amendments to current Trusts, Trust Transfer documents/Deeds, Trust Administration documents, or piece-meal documents as needed by your clients.
Single Person Trust
This trust is ideal for unmarried individuals looking for probate and conservatorship avoidance, and for married persons wishing to pass sole & separate assets to their beneficiaries. It ensures a smooth estate distribution process without the need for court involvement.
Small Estate Trust
Perfect for smaller estates to avoid probate and conservatorship without the complexities of tax planning. Ideal for both married and unmarried individuals.
Disclaimer Trust (Most Common)
For married couples with estates that may or may not exceed the federal tax exemption amount when the first spouse dies. It gives the surviving spouse the option to create the Bypass Trust if it is economically advantageous to do so; but does not require it if there is no tax advantage.
Exemption Trust
For married couples with estates that do, or are likely to exceed the federal exemption amount when the first spouse dies, or for families with smaller estates who want to divide the estate into two trusts at the death of the first spouse for distribution purposes. This Trust mandates the creation of a Bypass Trust and may have beneficial tax advantages for the beneficiaries.
QTIP Trust
For married couples with estates over the federal tax exemption amount. At the first death, the estate is divided into three Trusts, and takes full advantage of the marital tax deduction. It also ensures the “deceased spouse’s” greater control over the distribution of his or her share of the trust assets.
Special Needs Trust
If a beneficiary has special needs that qualify for government support, a Special Needs Trust provision can be built into a revocable trust. It is funded when normal distribution takes place, and allows for a trustee to manage the estate of the beneficiary.
Our Revocable Trust Package Includes
- Table of Contents
- Cover pages
- Personal Information
- Trustee & Successor Trustee Instructions
- Revocable Living Trust
- Assignment of Personal Property
- Other Assignments as applicable (for business interests)
- Schedule of Assets (A, B, C if applicable)
- Community or Separate Property Agreement, if applicable
- Schedule Supplemental Pages
- Funding Instructions
- Pour Over Will(s)
- Durable Power(s) of Attorney for Property Management
- Advance Health Care Directive(s)
- Affidavit(s) of Intent to Return Home (a Medi-cal provision)
- Guardian Nomination, if applicable
- Certification of Trust
- Funding letters & envelopes to financial institutions
- Up to 3 real property documents (Affidavits or Quitclaim Deeds) (Additional deeds incur a nominal charge)
Presentation:
1” Custom binder, pre-printed tabs, on 28# bright white paper
