OUR LIVING TRUST PACKAGE INCLUDES:

• Living Trust (almost 40 pages) - specifies managers and beneficiaries after the death of each of you.
• Will for each of you (10 pages each) - leaves everything to the Trust, to take care of assets inadvertently left out of the Trust, or those left out for strategic reasons.
• Durable Power of Attorney for each of you (8 pages each) - appoints someone (usually the spouse, then a trusted relative) to act for financial matters, in the event that you are unable to do so.
• Health Care Powers of Attorney (California Medical Ass'n form which we use for its instant acceptance by physicians, and an attorney prepared form which is more detailed) appoints someone (usually the spouse, then a trusted relative) to make health care decisions in the event that you are unable to do so.
• Community Property Agreement (if appropriate).
• Deeds to transfer California real estate to Trust ownership.
• Letters of instruction to bankers, stock brokers, IRA custodians, pension plan administrators, life insurance companies.