The Trust Agreement is the main document of Your Estate Plan, with provisions on how your estate is managed, controlled, and distributed during your lifetime and after.

You still retain control and management of your assets and estate, just like you do already. 

The Certificate of Trust is the abstract or summary of the Trust Agreement. This is provided to third parties in place of a copy of the full trust and does not contain any personal details. 

​

​

This document is very important, but should never have to be used. The Pour-Over Will is used on the rare occasion that an asset is left out of the trust. It lets the court know that if something was inadvertently left out of the trust, you didn't want your heirs going through the court process. 

Power of Attorney documents are for when you are alive, but unable to make key decisions. Here you will assign an agent (person) to manage your day-to-day personal and business financial responsibilities if you happen to become incapacitated. 

​

This is also known as a DNR (Do Not Resuscitate) document. You will be able to specify your preferences for whether you want life-sustaining medical treatment for end-of-life decisions.  

This is a key document in Your Estate Plan. You will assign an agent to advocate for your medical decisions if you become incapacitated.

We also provide you with the Grant, Bargain, and Sale deed to transfer your real property to your trust. This is usually one of your biggest assets and should be included in Your Estate Plan so your heirs can avoid probate. 

Give authorization to a trusted agent to receive protected medical and health information for specific purposes.