Legacy Estate Plan

for Married Couples

This plan is designed to help married couples protect their shared assets and provide clarity for the future. Our Legacy Estate Plan for Married Couples includes key legal documents to safeguard your family, designate decision-makers, and ensure that both partners' wishes are respected. This plan is a practical, comprehensive approach to creating peace of mind for you and your loved ones.

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 for each spouse.

  • Pour-Over Will for each spouse.

  • General Durable Power of Attorney for each spouse.

  • California HIPPA Authorization for each spouse.

  • Power of Attorney for Health Care for each spouse.

  • Assignment of Personal Property for each spouse.

  • Personal Property Memorandum for each spouse.

  • 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.