Now, everyone's situation is unique. This is why the eStatePlan™ provides the core documents we all need, and offers customization for each client's unique situation. . .
This is the "core" document of your plan allowing you to state who is to receive your stuff. Our Trust provides privacy, convenience and control that everyone wants. The cost savings and administrative efficiencies associated with a fully funded Revocable Living Trust are well-established, undisputed facts.
Durable Powers of Attorney
A power of attorney or letter of attorney is a written authorization to represent or act on another's behalf in private affairs, business, or some other legal matter. The person authorizing the other to act is the principal, grantor, or donor.
Last Will & Testament
If you don't place all your assets into your Trust, your Last Will, sometimes called a Pour Over Will, will accomplish this objective. Your Will directs that any assets that are in your name when you die are to transfer to your Trust. This allows you to be sure that ALL your assets will flow through your Trust. Additionally, your Will states your choice of a guardian for any appropriate beneficiary.
This document allows you to make multiple health care directives. Examples of directives are: having life support systems removed or allowing for cardiopulmonary resuscitation. Additionally, you can appoint the person who would carry out your requests. You also have the ability to update your instructions online at anytime.
When you set up Your Plan you are provided a password protected account in the 'cloud' - your Client Console. This account is complementary for ninety days providing a number of benefits:
♦ E-Sign Dynamics - You Sign ALL Your Documents Online
♦ Electronic Funding Kit to Assign All Assets to Trust
♦ 24/7 Online Document Access
♦ Emergency Physician Access to Health Care Docs
♦ Trustee Access to Trust Documents
♦ Personal PostScript & Medical Alert Page
♦ Unlimited FREE Document Changes
♦ E-Vault Document Repository
People in Your Plan