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Syndicate Legal Advisory Services prepares a comprehensive trust and related estate documents for Master Protection Trusts (also known as "comprehensive revocable living trust"), on the forms required in the state and county where the documents will be filed.

 

What’s included:

  • Intake and information gathering. A structured questionnaire collects the settlor(s)’ information, the trustee(s) and successor trustee(s), the beneficiaries, and your selections on distributions, ages or conditions for distributions, and which provisions to include.
  • Master trust agreement. We prepare the revocable trust agreement from the provisions you select, including incapacity provisions, successor trustee appointments, trustee powers, and the administration and distribution terms.
  • Beneficiary protection provisions. At your direction, we include provisions such as spendthrift clauses, discretionary distributions, staggered or age-based distributions, and continuing separate shares or sub-trusts for beneficiaries.
  • Pour-over will. We prepare a will directing any assets left outside the trust into it, along with a nomination of executor and, where applicable, a guardian nomination for minor children, as you direct.
  • Funding documents. We prepare the assignment of personal property, a schedule of assets, and, at your direction, a deed from a client-supplied legal description, and account retitling and beneficiary designation change letters for the institutions you identify.
  • Companion documents. At your direction, we prepare a durable power of attorney for finances, an advance health care directive, and a HIPAA authorization.
  • Certification of trust. We prepare a certification of trust for presentation to banks and other institutions.
  • Execution documents. We prepare signature pages, witness and notary sections, and written signing and notarization instructions.
  • Successor trustee package (optional). We prepare a trustee acceptance, a notice to beneficiaries, and a checklist of administration steps for use after the settlor’s incapacity or death.
  • Review and revisions. We make revisions you request to the drafts before signing, within the number of review rounds included in your package.

ASSET PROTECTION - MASTER PROTECTION TRUST

2750,00 US$Precio
Cantidad
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DESCARGO DE RESPONSABILIDAD: La información de este sitio es solo para fines informativos y no debe tomarse como asesoramiento legal o financiero. Solicitar información adicional o enviar información a través de este sitio o cualquier formulario de contacto no significa que se haya formado una relación abogado-cliente ni ninguna otra relación proveedor-cliente de servicios profesionales. Syndicate Legal Plans es propiedad de Syndicate Legal & Financial, LLC, una oficina de asistencia en documentación legal autorizada, garantizada y asegurada debidamente registrada en el condado de Los Ángeles (n.° 2024100564 ). Para conocer los términos y condiciones, haga clic aquí .

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