The Trust Package for Married Couples with Children provides a complete estate planning solution tailored to protect your family’s assets and ensure a secure future for your children. This package includes a Joint Revocable Living Trust to avoid probate, allowing you and your spouse to retain control over your assets while facilitating a smooth transfer to beneficiaries. A Sub-Trust for one child adds flexibility by enabling you to structure distributions based on specific milestones or conditions, ensuring responsible asset management for your child.

The Pour-Over Will captures assets not initially included in the trust, while the Living Will, Durable Power of Attorney, and Medical Power of Attorney empower trusted individuals to make critical healthcare and financial decisions. An Appointment of Guardian for Children provides added protection, ensuring a trusted individual will care for your children if necessary.

To streamline property management, the package includes an Assignment of Personal Property to Trust and one Deed for Transferring Real Estate (filing not included), making it simple to include both personal assets and real estate. Detailed Instructions for Funding the Trust and a Trustee’s Guide support designated trustees in managing the estate according to your wishes. A HIPAA Authorization allows access to essential medical information, and a Personalized Estate Planning 3-Ring Binder keeps all documents organized and readily accessible.

Included in this Package: