Revocable Trust Estate Planning Document Package Contents
Document	General Description
Revocable Trust Documents	Full length Revocable Trust for husband, wife and children. This Revocable Trust contains a Disclaimer Trust which is used for estate tax planning purposes.
Revocable Trust Estate Planning E-Book.	Your Revocable Trust package includes an e-book with step by step instructions as to how to create your Revocable Trust estate plan. The system uses Microsoft Word and is an automated process. All you need to do is fill out a template and execute a merge function. The Ebook also includes an in-depth discussion of Revocable Trusts and Estate Planning.
Self Proving Certificate of Trust	Declares the Revocable Trust to be in existence.
Certificate of Trust	Certificate that can be presented to banks, financial institutions, financial planners and investment advisors, and/or life insurance agents proving the existence of the trust without having to actually show them the trust itself.
Assignment & Bill of Sale	Transfers all personal property (untitled) to the trust.
Comprehensive Transfer Document	A 'catch all' document setting forth your desire to transfer everything you own to your Revocable Trust.
Pour Over Wills for Both Spouses	Wills designed to catch assets that were inadvertently not placed in the trust and requests that the probate court transfer such assets to the Revocable Trust.
Marital/Community Property Agreement	Arizona, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington and Wisconsin. Has the effect of classifying all marital assets as community/marital property. Great care should be exercised in using this document as there may be instances where such a classification is not desired.
General Durable Power of Attorney for Both Spouses	A general durable power of attorney for financial affairs allows you to appoint an agent (typically referred to as an "attorney-in-fact") to make your financial decisions for you if you are incapable of making them for yourself. The power of attorney is designed to avoid the expense and time delay involved in petitioning the court for the appointment of a guardian. It also allows you to appoint a guardian of your choice in the event that a court appointment becomes necessary.
General Durable Power of Attorney for Health Care for Both Spouses	A durable medical power of attorney (also referred to as a durable health care power of attorney or an advance directive) allows you to appoint an agent to make your medical decisions for you if your incapable of making them for yourself.
Letters of Instruction Requesting that Certain Assets be Re-titled in the Name of the Trust.	It is imperative that all your assets, especially the probatable ones, have their ownership transferred to the Revocable Trust. Because of this importance, your Revocable Trust package includes over 14 different types of letters and instructional requests that you may sign and present to you bank, financial planner, insurance agent and the like such that your assets will be properly re-titled.