Overview
The complete estate package includes everything you need: a living trust, pour-over will, certificate of trust, property transfer guidance, and complete instructions. This comprehensive package ensures nothing is overlooked.
Best For
- Those wanting a complete solution
- First-time estate planners
- Anyone wanting comprehensive coverage
- Those who want peace of mind
Key Features
- ✓ Revocable living trust
- ✓ Pour-over will
- ✓ Certificate of trust
- ✓ Property transfer guidance
- ✓ Asset schedule worksheet
- ✓ Signing instructions
- ✓ Funding checklist
Considerations
- Most comprehensive option
- Best value for complete planning
- Still requires asset transfer