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Estate Plan Portfolio

Periodically we will post samples of our work for you to examine and download. These samples are for illustration purposes only.

Estate Planning Portfolio - This is an example of a typical Estate Planning portfolio prepared for a married individual. The estate plan incorporates the use of a Living Revocable Trust, which is designed to maximize use of both spouses Unified Credit Exemption Amount, thus saving estate taxes of at least $247,000. The portfolio also includes:

Pour-over Will to fund the Living Trust with any assets in the probate estate
Personal Property Memorandum for the distribution of tangible personal property
General Durable Power of Attorney in the event of an incapacity
Health Care Documents, including a Living Will and Healthcare Power of Attorney
Affidavit of Trust to assist in the transfer of assets to the Living Revocable Trust
Section containing important information in the event of incapacity and/or at time of death
Section containing After Death Procedures
Instructions for funding and maintaining the Living Revocable Trust

Estate Plan Portfolio

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