An Estate Plan is a set of documents that provide direction to family members, financial institutions, your medical provider, and the court if necessary regarding the decisions to be made regarding your family and assets. These decisions speak for you now while under your control, or if you become incapacitated and are unable to speak for yourself, and upon your death several of the documents will continue to provide direction regarding your family and assets.
Your Estate Plan will include
Will and Trust: These documents designate who will be in charge of managing and distributing your assets according to your detailed directions. Special gifts of personal property and burial instructions are included.
Durable Power of Attorney: This document designates who will be in charge of managing your assets if you are incapacitated.
Advance Health Care Directive: This document designates who will be in charge of health care decisions on your behalf, in accordance with your documented directions.
Certificate of Trust: This document details the name of the Trust, along with a synopsis of the Trust. It is used to transfer assets into the Trust.
Trust Transfer Deed: This document is executed, notarized and recorded with the appropriate County Recorder to assure that what may be your largest asset, your home, is placed in your trust.
Learn more about a Revocable Transfer on Death Deed, also known as a beneficiary deed.
Learn more about funding your trust.
Disclaimer: The information provided by the Law Office of Mona M. FosterWhite is general in nature concerning common legal issues. Individuals receiving such information should consider retaining the Law Office of Mona M. FosterWhite or an attorney of choice to obtain a more in-depth individual analysis of their relevant facts and legal issues. Use of this website is not intended to and does not create an attorney-client relationship with the Law Office of Mona M. FosterWhite.
Your Estate Plan will include
Will and Trust: These documents designate who will be in charge of managing and distributing your assets according to your detailed directions. Special gifts of personal property and burial instructions are included.
Durable Power of Attorney: This document designates who will be in charge of managing your assets if you are incapacitated.
Advance Health Care Directive: This document designates who will be in charge of health care decisions on your behalf, in accordance with your documented directions.
Certificate of Trust: This document details the name of the Trust, along with a synopsis of the Trust. It is used to transfer assets into the Trust.
Trust Transfer Deed: This document is executed, notarized and recorded with the appropriate County Recorder to assure that what may be your largest asset, your home, is placed in your trust.
Learn more about a Revocable Transfer on Death Deed, also known as a beneficiary deed.
Learn more about funding your trust.
Disclaimer: The information provided by the Law Office of Mona M. FosterWhite is general in nature concerning common legal issues. Individuals receiving such information should consider retaining the Law Office of Mona M. FosterWhite or an attorney of choice to obtain a more in-depth individual analysis of their relevant facts and legal issues. Use of this website is not intended to and does not create an attorney-client relationship with the Law Office of Mona M. FosterWhite.