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Trust Package

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The foundation of estate planning is often a revocable trust.

A revocable trust allows you to manage your assets during your lifetime and provides flexibility to make changes or revoke the trust as needed.

REP Law offers an affordable Trust Package, which includes the following documents:

Living Trust Document

This is the core of your estate plan. A Living Trust Document manages your assets during your lifetime and ensures they are passed on to your beneficiaries according to your wishes, without the delays and costs of probate. It offers flexibility and privacy in managing your estate.

Certificate of Trust

A simplified version of the trust, the Certificate of Trust provides proof of the trust’s existence and essential details, such as the trustee’s authority, without revealing the full contents of the trust. It is often used when dealing with banks or other institutions.

The Schedule of Trust Assets

The Schedule of Trust Assets itemizes all the assets that are included in the trust, ensuring everything is properly documented and transferred. It helps keep track of what’s under the trust’s control, from real estate to personal property.

The Pour-Over Will

The Pour-Over Will ensures any assets not included in the trust at the time of your passing are transferred into it. It acts as a safety net, making sure all your assets are managed and

Financial Durable Power of Attorney

A Financial Durable Power of Attorney appoints someone to handle your financial affairs if you become incapacitated, ensuring your finances are managed smoothly and responsibly.

Healthcare Powers of Attorney

A Healthcare Power of Attorney you to designate a trusted individual to make medical decisions on your behalf if you’re unable to do so yourself.

Living Will

A Living Will outlines your preferences for medical care, especially regarding end-of-life decisions, ensuring your wishes are honored even if you can’t communicate them.

Personalized Estate Plans for Every Situation

Depending on your situation, you may not need all of the packaged documents, or you may need additional documents. Not only will our attorneys help you determine exactly what you need in your estate plan, but they will also draft an individually tailored trust package.

Personalized Estate Plans for Every Situation

Depending on your situation, you may not need all of the packaged documents, or you may need additional documents. Not only will our attorneys help you determine exactly what you need, but they will also draft an individually tailored trust package.

Steps to Creating a Trust

Creating a trust through REP Law is a straightforward process, with expert guidance provided at every step:

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Choose the type of trust (most common – revocable living trust).
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Decide what property to include in the trust.
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Choose a successor trustee.
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Decide who will be the trust’s beneficiaries.
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Meet with an attorney at REP Law to have them create your personally tailored trust document.
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Sign the document in front of a notary public.
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Rest at ease knowing you have an expertly drafted estate plan.

REP Law: Your Trusted Partner is Estate Planning

Contact Rep Law to schedule your free estate planning consultation so our team of dedicated attorneys can determine the best way to plan and create your estate.

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