Lifeline Estate Service's Planning

Porfolio Includes:

All revocable trusts include the following documents:

  • Explanation of Living Trust

  • Maintaining your  Trust / Changing Trustee

  • Procedure after Death / Information for Successor Trustee   

  • Asset Transfers   

  • Living Trust   

  • Schedules of Assets, Names of Advisors and Funeral Wishes 

  • Certificate of Trustee Authority and Power 

  • Pour Over Will   

  • Durable Power of Attorney          

    • Financial Power       

    • Medical Power        

    • HIPPA : Health Information Privacy Accountability Act       

    • Living Will    

    • "Married Couples Only" Community Property Agreement

*   Special Needs Trust: handicapped children receiving benefits, so they minimize the risk of losing their benefits. Additional fees may apply.