Trust-Based Estate Planning Package
Includes:
- Revocable Trust Agreement and Certification of Trust
- Pour-over Last Will and Testament
- Limited Durable Power of Attorney to Fund Trust
- General Durable Power of Attorney
- Traditional Medical Power of Attorney
-
Traditional Directive to Physicians
- HIPAA Authorization
- One deed transferring real property assets to the Revocable Trust
- Assignment transferring personal property assets to the Revocable Trust
- Instructions for funding the Revocable Trust
- Payable-on-death Beneficiary Designation Guide (for bank accounts, life insurance, retirement plans, investments)
- Instructions for signing documents compliant with Texas law
Individual
$2,895
Couple using a joint revocable trust
$3,395
Couple using separate revocable trusts instead of joint trust
$3,995
- Appointment of Guardian For Minor Child*
$100
- Testamentary Trust*
$100
- Irrevocable Trust Agreement*
$1000+
* In some circumstances, your attorney may recommend that you consider adding this document to your estate planning package.