LIST OF DOCUMENTS​ INCLUDED IN YOUR LIVING TRUST

ESTATE PLAN PACKAGE

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Not every estate plan will require every one of these documents, but these are the documents included (when applicable) in a Living Trust Estate Plan package from California Will & Trust:

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  1. Revocable Living Trust (for a married couple, the software automatically determines the correct type of trust — whether a “simple trust”, a “disclaimer trust”, an “A/B trust” or a “Q-Tip trust”)
     

  2. “Pour-Over” Will
     

  3. Certification of Trust
     

  4. Declaration of Trust
     

  5. Assignment of Personal Property
     

  6. General Durable Power of Attorney
     

  7. Health Care Powers (including a “Living Will and Mental Health Care Power of Attorney”) which are HIPAA compliant
     

  8. Burial Instructions
     

  9. Distribution of Personal Property Instruction Form
     

  10. Deed for Residence (if needed)
     

  11. Deed for other Real Property (if needed)
     

  12. Deed for Mineral/Oil & Gas Interests (if needed)
     

  13. Letter of Instructions to Bank
     

  14. Letters of Instruction for Brokers, Mutual Funds and Direct Registration Accounts (if needed)
     

  15. Stock Powers and transmittal letters for stock certificates held by you (if needed)
     

  16. Letters of Instruction for Life Insurance, IRA’s and Annuities (if needed)
     

  17. Assignments for Business Interests, General and Limited Partnerships, LLC’s, Notes and Deeds of Trusts, etc. (again, if needed)
     

  18. Affidavit of Death of Joint Tenant (if property is still held in Joint Tenancy with a deceased spouse)
     

  19. Explanation of Estate Planning Provisions
     

  20. Signing Instructions
     

  21. Funding Instructions (for after-acquired assets)

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