TRUST SPECIAL

 

FOR SINGLE TRUST PLAN FOR $399.00 AND INCLUDES THE FOLLOWING:

* The Revocable Living Trust
* Pour-Will with Witness attestations
* Springing Durable Power of Attorney for Financial Assets
* Declaration of Intent with Schedule "A" Listing of Assets
* Medical Association Durable Power of Attorney for Health Care
* Funding Document(s) Prepared
* Deed(s) to record for California & other States
* Preliminary Change of Ownership Report(s)
* Assignment of Notes and Deed of Trust as needed
* Summary and Verifications
*Homestead Declaration

FOR MARRIED COUPLE TRUST PLAN FOR $499.00 AND INCLUDES THE FOLLOWING:

* The Revocable Living Trust (A/B TRUST)
* Pour-Will(s) with Witness attestations
* Springing Durable Power of Attorney for Financial Assets
* Declaration of Intent with Schedule "A" Listing of Assets
* Property Agreement to Preserve Community Property Tax Benefits
* Medical Association Durable Power(s) of Attorney for Health Care
* Funding Document(s) Prepared
* Deed(s) to record for California & other States
* Preliminary Change of Ownership Report(s)
* Assignment of Notes and Deed of Trust as needed
* Summary and Verifications
*Homestead Declaration

(In California the amount is $50K If Single, $75K If Married and $150K If 65 or Disabled)

(If your equity in your family home is over this amount consider lawsuit or asset protection) LAWSUIT AND ASSET PROTECTION: WHAT IS IT? AND WHO NEEDS IT?

TO REVIEW THE TRUST FORM CLICK HERE.

 

Law Offices of

BELLI & STUBBLEFIELD

SCOTT B. WHITENACK, ESQ.

www.SmartLegalAdvice.com    E-Mail: Scott@smartlegaladvice.com

2060-D Avenida De Los Arboles, #637, Thousand Oaks, Ca 91362

  *Toll Free (888)805-2620 *(310)499-4415 *(818)230-8141 *(805)337-1097

SERVICES PROVIDED

ABOUT US

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BUSINESS & COMMERCIAL LAW

ESTATE PLANNING: WHAT IS IT? AND WHO NEEDS IT?

ESTATE TAXATION

LIVING TRUST OVERVIEW  (Trust Special)  (Trust Form)

LAWSUIT AND ASSET PROTECTION: WHAT IS IT? AND WHO NEEDS IT?

What are some of the Domestic Lawsuit & Asset Protection Structures?

Family Limited Partnership  Limited Liability Co., Corporations (Any State)

 

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Tribute To Belli(1907 - 1996)

 
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