Do you have an estae plan,a will & Power of attorney set up?

A LIVING TRUST is What all people need if they have any assets, a home or property. 

Achieve the utmost protection for your assets and loved ones through a thorough and all-encompassing approach. By implementing a Trust-Based Estate Plan, you can sidestep probate court and ensure a smooth transfer of your assets to your beneficiaries.

This package encompasses personalized estate planning documents, facilitating the nomination of guardians for your children, detailing your assets, and establishing protocols for medical emergencies. This comprehensive solution allows you to have peace of mind, knowing that all aspects of your affairs are well-organized and in order.

Your Will & POA are included in the TRUST PACKAGE

Documents

• Revocable Living Trust
• Summary of Trust
• Certification of Trust and Assignment of Property
• Trust Funding Guide
• Pour Over Will
• Medical Power of Attorney
• Durable Financial Power of Attorney
• HIPAA Authorization
• Healthcare Directive
• Remembrance and Memorandum

Benefits

• Select guardians for your children and/or pets
• Choose individuals to manage your affairs
• Bequeath specific gifts, including money, possessions, and property
• Establish a plan for the distribution of your assets
• Exclude certain individuals from receiving your property
• Outline your final arrangements
• Include any special requests or instructions
• Determine protocols for medical emergencies
• Provide trusted individuals access to your medical records
• Impose conditions on asset distributions
• Minimize involvement with probate court

Start Your Trust Bypass probate by Establishing a Trust that can safeguard your assets from probate court and maintain your financial matters in confidentiality. Check our Terms & Conditions 

 A LAST WILL and TESTAMENT.

A comprehensive strategy outlining the distribution of your assets, your desired care arrangements for future needs, and the designated guardians for your children.

Your Will & POA are included in the TRUST PACKAGE

Benefits

• Appoint guardians for your children
• Determine the individual responsible for managing your affairs
• Allocate specific gifts, such as money, possessions, and property
• Decide on the distribution of your assets
• Prevent certain individuals from inheriting your property
• Outline your final wishes and arrangements
• Record any unique or special requests
• Specify the course of action in the event of a medical emergency
• Designate healthcare agents for decision-making
• Provide trusted individuals with access to your medical record

Documents

• Last Will and Testament
• Medical Power of Attorney
• Durable Financial Power of Attorney
• HIPAA Authorization
• Healthcare Directive
• Remembrance and Memorandum

 A POWER of ATTORNEY (POA) is a legal document granting an individual the authority to represent another person, encompassing a wide range of responsibilities and actions. 

Your Will & POA are included in the TRUST PACKAGE

A power of attorney (POA) is a legal document granting someone the authority to act on behalf of another individual. It can encompass a wide range of responsibilities, including selling assets like cars or homes, accessing bank accounts and entering into contracts. They also can make healthcare choices, conduct financial transactions, and sign legal documents.

A durable POA offers the added benefit of remaining valid even if the principal becomes mentally incapacitated. This extends to authorizing medical care decisions, having the consent to proceed with medical treatments, or terminate surgical procedures when necessary.

Benefits

• Allows someone you trust to make important decisions on your behalf when you're unable to do so
• Enables the appointed agent to manage your financial affairs, including banking and investments
• Permits healthcare decisions to be made by your agent, ensuring your medical wishes are followed
• If you own a business, your agent can handle business transactions and operations in your absence
• Keeps your affairs private by avoiding the public nature of court proceedings
• Emergency Preparedness and can prevent family disputes

Documents

• Medical Power of Attorney
• Durable Financial Power of Attorney
• HIPAA Authorization
• Health Care Directive
• Remembrance and Memorandum

In Real Estate, a quitclaim deed is a legal document that transfers a property owner's interest (if any) in a property to another person without guaranteeing the validity of the title or offering any warranties. The person transferring the property (grantor) is simply giving up any rights they may have to the property, making no promises about ownership or potential legal issues tied to it. 

The recipient (grantee) receives whatever interest the grantor has but gets no legal protection against title defects or claims on the property.  

How a Quitclaim Deed Works

• Grantor's Action: The owner (grantor) signs the quitclaim deed, transferring their interest to the recipient (grantee). 
• No Guarantees: The grantor makes no promises about owning the property or if the title is clear of any legal issues, such as liens or prior claims. 
• Recipient's Burden: The recipient must do their own due diligence to ensure the property's title is clear, as they are not protected by the deed itself. 
• Official Record: The deed must be signed by the grantor, notarized, and then officially filed with the county clerk to make the transfer valid and publicly recognized. 
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When a Quitclaim Deed is Used

Quitclaim deeds are useful in situations where there is a high degree of trust between the parties, and formal sales or title guarantees are not needed. Common scenarios include: 

• Family Transfers: Transferring property between family members or partners who know and trust each other.
• Divorce: One spouse transferring their interest in a jointly owned property to the other.
• Adding a Name to the Title: Adding a child or sibling to a property's title.
• Clarifying Title: Resolving issues or uncertainties on a property's title.