The Most Complete Revocable Living Trust Package (including the “Legacy Plan”)

Assure the right people will inherit your assets, in the right amounts, at the right times, and upon the terms you designate. The Living Trust not only does this, but avoids court conservatorship and probate proceedings and helps reduce or eliminate federal estate taxes for a married couple. Our cutting-edge “Legacy Plan”℠ enhances the protection of your beneficiaries’ inheritance from spouses, divorces, lawsuits, creditors, loss of government needs-based benefits and additional estate taxes when they pass their inheritance to the next generation.

Pour-Over Will

A backup to the Trust, this Will transfers any assets left outside the Trust at death into it. This Will may also name guardians of your minor children, if any.

Durable Power of Attorney for Property Management

Authorizes someone to manage any property outside the Trust if you become incapacitated and to take certain critical, last minute estate planning actions.

Durable Power of Attorney for Healthcare/Advance Health Care Directive

Authorizes the person(s) of your choosing to make health care decisions for you if you become incapacitated. Also includes a Living Will, which may authorize withdrawal of life support when there is an irreversible coma or terminal illness.

HIPAA Authorization

Permits the persons that you’ve named to make your medical and financial decisions immediate access to your health information when the need arises, without having to go to court.

Certification of Trust

Summary copy of selected portions of your Living Trust in case a bank or other financial institution requests it when you transfer assets to your Trust.

Trust Funding

Title Transfer Guidelines and instruction letters for transferring your assets into your Living Trust. These letters are for use with your financial assets. At the time we sign your Trust, we typically also sign all deeds transferring your Michigan real estate to your Trust.

Direction Letters

Your instructions for funeral and burial and for distribution of certain, usually less valuable items of personal property, such as family memorabilia, antiques, jewelry and home furnishings.

Plus…Our Unique Free Service Package

Free Phone Calls – To help you and to answer your questions after you set up your trust with us.

Free Meeting To Review Your Plan – Every 3 years, to make sure your estate plan is up-to-date with any law changes and newer planning strategies, and continues to accurately reflect your planning wishes.

Free Seminars – On new services and strategies, law changes, advanced estate planning, and various financial and tax planning topics.

Free E-mail Newsletter – Published monthly, to keep you Informed of the Latest Estate Planning Developments and Strategies.

Specially Discounted “Upgrade” Packages – When law changes require important revisions of your Living Trust Estate Plan in the future.

Free Post-Death Consultation With Your Successor Trustee – To help assure your Trust will be properly implemented when the time comes.

All of the above “Most Complete Living Trust Package” is individually tailored and prepared for a flat, fixed fee, quoted in advance, and agreed to by you in writing before any work is done. Your initial consultation, to review your particular situation and needs, and to quote the fixed fee, is free of charge. You may also require additional Advanced Level Estate Tax or Asset Protection Planning, which will be quoted separately if/as needed.


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