Planning for Catastrophic Illness/Incompetency- is a formal declaration that you intend to return to your residence after you have been institutionalized. Your residence is only exempt from Medicaid “means testing” if you can prove your intent to return. If such proof is not available then the government can require you to sell your home.
Instructions for What to Do When Someone Dies- step-by step information in guiding your Successor Trustee in settling your estate.
Working Copy of Trust- an additional (text only) copy of your Living Trust.
Comprehensive Transfer Documents- creates the legal assignment of all your property from you as an individual to you as trustee of your Revocable Living Trust. If you were to die before you had completed the transfer of your assets into your trust, this document can be used to help fund your Trust after death.
Personal Property Assignment Forms- transfers your personal property from you as the Grantor to you as Trustee of your Revocable Living Trust.
Change of Ownership Notification Letters- requests institutions to change their official records to reflect your transfer of ownership.
Change of Beneficiary Notification Letters- assigns your Trust as the last final contingent beneficiary.
Future Guide for Acquiring or Disposing of Assets- instructions for identifying your Trust as either the owner or final contingent beneficiary with the buying or selling of assets.
Quitclaim Deeds for County Recording- document transferring single or jointly owned property to your Revocable Living Trust.
Deed Templates for Future Purchases or Refinancing- additional Quitclaim Deeds which can result in the savings of hundreds of dollars.