James A Wickre Attorney

James A Wickre Attorney
Let me help you develop an estate plan that fits your needs.

Wednesday, April 16, 2014

What a Trust Package Includes:


Our fees for doing a REVOCABLE LIVING TRUST include the following documents:

1. The REVOCABLE LIVING TRUST

2. A POUR- OVER WILL for each trust maker to back up the trust
...
3. POWERS OF ATTORNIE for each trust maker as desired

4. POWER OF ATTORNEY FOR HEALTH CARE AND ADVANCED DIRECTIVE TO PHYSICIANS

5. BILL OF SALE for transferring into the trust non titled personal property such as the contents of your home.

6. DEEDS transferring your home and other Oregon real property into the trust.

7. HIPAA RELEASES so people you wish can talk to your doctors and other health care providers.

8. CERTIFICATION OF TRUST a memorandum of the trust and your authority to act as trustee.

9. LETTER OF EXPLANATION - a reference to how to operate the trust

10. POWER OF ATTORNEY FOR DISPOSITION OF REMAINS as desired.
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