Additional Important Documents
These are the adjunct documents that are deemed necessary in addition to your living trust.
Included are: :Pour Over Will; Gen Power of Attorney; Health Directive/Power of Attorney; Directive to Successor Trustee (if we see it is needed); Property docs completed to state requirements if you own a property or properties; Plus other items of interest to help organize your estate.
Completing the Living Trust Worksheet
Once you download the Living Trust Worksheet, you can call us for help. Once you have completed the information on the worksheet you can email it or fax it to the numbers provided here in the website. Once received we will send a confirmation to let you know our attorneys have it and give you a time frame for the work to be delivered in a nice binder.