The Trust Plan
Included Legal Documents:
Last Will and Testament
Powers of Attorney (Health Care)
Powers of Attorney (Property)
Certification of Trust
Assignment of Personal Property
Deed in Trust
Attorney phone/zoom to discuss your questions or concerns; plus Emails with a Firm attorney to answer your questions; plus personal consultations if within a reasonable distance from Firm.
Description of Plan terms
Trust funding instructions
Next Step Instructions
What are the benefits of a Trust Plan?
WillCounsel's standard Trust Plan was created to address the last wishes of a large percentage of the firm's clients. The Firm's Trust Plan allows you to:
What's the process?
WillCounsel's simple process allows our clients to finalize a Trust Plan in a few simple steps:
How would WillCounsel's standard Trust Plan distribute your property when you pass away?
The answer depends on your personal circumstances:
Who should you appoint as Executor of your estate, Trustee of your Trust, and Guardian of your minor children (if applicable)?
Please see the Firm's Legal Representatives worksheet for helpful information to consider when deciding who to appoint as Executor, Trustee, and Guardian.
Note: We try hard to honor this fee schedule for all Firm clients, but we’ll need to review your specific circumstances and wishes prior to committing to a fee. No worries, we'll be sure we're on the same page about fees and project scope before getting started.