Family Trust Services tm Dedicated to Helping Families Avoid Probate and Estate Taxes
Our Services
We are pleased to offer the following:
* The Revocable Living Trust * Certification/Abstract of Trust * Wills (Pour-over) * Durable Power of Attorney for Assets * Health Care Directive * Power of Attorney * Memoranda of Gifts of Personal Items * Schedule of Assets * Special Benefit Trust * Successor Trustee Instructions * Successor Trustee Checklist * Trust Review * Revisions and Amendments * Notification of Legislative Changes * Notary Services
Our Trust Fundings Include:
* Deed Preparations * Change of Ownership Directives for Financial Institutions * Directives for Tax Qualified Accounts naming the Trust as Primary or Contingent Beneficiary * Assignment of Personal Property to the trust.
