Revocable Trust Program

This Program involves two easy steps:

Step 1: You will receive an easy-to-complete, comprehensive Questionnaire by email. Simply fill it out and return it to us.

Step 2: We will prepare and email you your Revocable Trust, along with—at no extra cost—the following additional estate planning documents:

• Certificate of Trust
• Declaration of Trust
• Assignment of Personal Property
• Pour-over Will.
• Financial Durable Power of Attorney
• Mental Health Care Durable Power of Attorney
• General Health Care Durable Power of Attorney
• Release of Medical Information Authorization to Physicians
• HIPAA Authorization and Waivers
• Burial Instructions