Family Trusts
Simplified

Our office has simplified the Family Trust process, that's why we call it "Simple Family Trusts."   Your entire estate plan will include all of the following: 

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FAMILY TRUST:  This is a legal document that puts your assets (home, personal property, cars, businesses) into a Trust.  You remain in control of the Trust while you are alive.  Upon your passing, you name a person to then be in charge of the trust with specific instructions on distributing the assets to your chosen beneficiaries.  Trusts help avoid probate court division of your assets and helps protect your assets as well. 

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PERSONAL WILL: your Will  will identify your heirs, your gift recipients, and what you want to happen to future assets.  This is often times called a "Pour Over Will" because the Will is going to instruct the person in charge to take everything and "pour it" into the Trust magic box.  So in essence, the Trust document will control. 

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GUARDIANSHIP:  if you have children, the guardianship document will say who will take care of your young children when you pass.  Also how you want them to be raised, when they should get assets from the Trust, etc. 

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MEDICAL DIRECTIVE:  Appoints someone you trust to make healthcare decisions for you if you are incapacitated and cannot make decisions for yourself.  Otherwise, the doctor will make the choice for you.  This includes artificial life support, Do Not Resuscitate, organ donation. 

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POWER OF ATTORNEY: we help prepare your documents so you can assign others to be your agent and have authority over your finances and accounts.  

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How Much It Will Cost

 Clients with 1 home = $1,950 flat fee for Full Estate Plan

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Add $400 for each additional property to cover cost of transferring to Trust. 

All Fees Include Notary and Recording Costs.  No Hidden Fees.