A common type of trust is known as a “revocable living trust.” A revocable living trust is an estate plan that addresses three distinct phases of a settlor’s life and death: First, the trust makes clear that while the settlor is alive and well, he or she will serve as trustee and manage trust assets for his or her own benefit. Second, if the settlor becomes ill or injured to the extent that he cannot manage his finances, the trust identifies who will take over as trustee, and directs the successor trustee how to manage trust assets. Third, the trust directs the successor trustee how to distribute remaining trust assets after the settlor dies. As long as the settlor understands the nature and consequences of his or her actions, he or she can cancel or change the revocable living trust.
* via Oregon State Bar https://bit.ly/3H8Da1z
$775 for the Trust "package" for an individual and $825 for a couple. This includes a Trust agreement, Certificate of Trust, Pour-over Will, Durable Power of Attorney, and Medical Advanced Directive and one deed to transfer property to the Trust.
We understand the strain a Trust may have on your pocketbook, and that is why we offer affordable, flat-rate document preparation services. No hidden fees.
We understand the strain a Trust may have on your pocketbook, and that is why we offer affordable, flat-rate document preparation services. No hidden fees.
You fill out our simple questionnaire (see below) to provide us the information we need to prepare your documents. Once we receive the completed questionnaire and payment, we will have your documents ready for your review in 10 -12 days (often sooner).
Document where you state how you want your belongings and property to be distributed upon your death. You will want to name a person, or persons, to act as your Personal Representative (Executor) and they will be responsible for carrying out your wishes.
Document where you state how you want your belongings and property to be distributed upon your death. You will name a person, or persons, to act as your Personal Representative (Executor) and they will be responsible for carrying out your wishes as stated in your Will. Additional provisions for minor children, including the appointment of a guardian for the minor child would be included.
Document where you designate a person or persons to carry out your medical needs and make medical decisions on your behalf if you become incapacitated and are unable to make such decisions on your own, such as: the decisions regarding life support and prolonging your life in the event that the doctor(s) have decided that there is no possibility for your recovery.
Estate planning document where you designate a person or persons to be responsible for your day-to- day needs and financial decisions on your behalf, should you become unable make such decisions on your own.
This is your full, basic estate plan, which includes: Last Will & Testament, Living Will or Health Care Power of Attorney, and General Durable Power of Attorney.
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You fill out our simple questionnaire (see below) to provide us the information we need to prepare your documents. Once we receive the completed questionnaire and payment, we will have your documents ready for your review in 7 - 10 days (often sooner).
For your convenience, you can download a questionnaire and fill it out in the comfort of your own home with no obligation or payment. Once the questionnaire is complete, you can save it to your computer and email it to us and we will send you an invoice to complete the credit card payment via a secure server.