LEGACY SIGNING SERVICES

Legacy Estate Signing Services

SINCE 2022.

ESTATE PLANNING

Advance Healthcare Directive- lets you outline how decisions should be made about your medical care if you’re ever unable to make those decisions yourself. There are typically two parts to an AHCD document — a living will and a medical power of attorney.

Certification of Trust - Key details about trust for banks and third parties without revealing full terms or private beneficiary info.

Living Trust -Includes a Revocable living trust, Pour - over will, Power of Attorney, Hippa, Living Will, Deed.

Revocable Trust - is a legal instrument that lets you distribute your assets after you die. A revocable living trust is a legal entity that “owns” the property you put into it while still allowing

A revocable living trust needs more maintenance than a will, but it allows your assets to avoid the time and expense of probate. After you pass away, assets in a revocable living trust can be distributed to your heirs quickly and privately.

To implement a revocable living trust, you must first create, sign, and potentially notarize your trust document. In it, you’ll name a successor trustee, who’s the person responsible for managing the trust after you pass away. Once you sign the document, you should transfer your property to your trust.

Irrevocable Trust -a legal document that allows individuals (called Settlors or Grantors) to transfer ownership of their assets into a trust they manage during their lifetime. Upon their death or incapacity, a named Successor Trustee takes over. This document helps avoid probate and provides a clear plan for managing and distrubting assets privately.

Living Will - you outline your medical care preferences in case you’re ever unable to communicate them. These preferences can be about medication, treatment options, surgical procedures, end-of-life care, and more.

Pour-Over Will -Acts as a safety net to transfer any assets not previously included in the trust into the trust after the testator’s death.

Power Of Attorney - A power of attorney gives one or more persons the power to act on your behalf as your agent. The power may be limited to a particular activity.

Medical Power of Attorney - you choose someone — called your healthcare agent — to make healthcare decisions for you if you’re unable to. For example, your agent would step in to make healthcare decisions if you were in a coma or unconscious.

Financial Power of Attorney - you can give someone the legal authority to manage your finances and property for you. These tasks could include paying bills, making bank deposits, and managing your real estate property.

If you were to need medical assistance, your financial agent can also use your assets to pay your medical bills and support your family while you’re incapacitated. Your healthcare agent and financial agent can work together to make sure you can afford the medical care chosen for you.

Durable Power of Attorney - Allows someone (agent or attorney in fact) to handle financial, legal and personal affairs, even if they become incapacitated.

Trust Deed Transfer - Transfer real property from the individual name into the trust.