SIMPLE LIVING TRUST PACKAGE

• ESTATE PLAN OUTLINE

• LIVING TRUST

• WILLS

• DURABLE POWERS OF ATTORNEY (FINANCIAL)

• HEALTH CARE POWERS OF ATTORNEY AND LIVING WILLS

• SPECIAL WARRANTY DEED (TRANSFERRING REAL ESTATE TO TRUST)

• SCHEDULE OF TRUST PROPERTY

• CERTIFICATION OF LIVING TRUST

• LETTERS FOR USE IN THE TRANSFER OF ASSETS TO THE TRUST

• INSTRUCTIONS FOR USING THE TRUST EFFECTIVELY

• NOTARIZATION AND WITNESSING OF DOCUMENTS

For a brief explanation of these documents, please visit the Definitions page.