Legacy Estate Plan

for Individuals

This package provides single individuals with a straightforward yet comprehensive approach to protect their assets and ensure their wishes are honored. Our Legacy Estate Plan for Individuals includes the core documents needed to manage your affairs, designate decision-makers, and provide peace of mind for the future.

What’s included:

  • Revocable Living Trust.

    • Comprehensive Trustee Powers including provisions for Digital Assets.

    • Option to include provisions for Legacy Contacts to manage specific aspects of your digital and personal affairs.

    • Optional Add-Ons:

      • Special Needs Trust or Pet Trust, with the flexibility to name a different trustee than the one in your main Revocable Living Trust.

  • Certification of Trust.

    • Trustee Affidavit and Trustee ID Cards.

  • Pour-Over Will.

  • General Durable Power of Attorney.

  • California HIPPA Authorization.

  • Power of Attorney for Health Care.

  • Assignment of Personal Property.

  • Personal Property Memorandum.

  • Trust Transfer Quitclaim Deed to title your primary residence in trust name, PLUS, corresponding legal documents.

    • More than one residence? No problem. For an extra fee we can title all your real property into trust name.