Everything in your plan

Thirteen documents, drafted by Luke, organized by the moment in life each one serves.

What your plan does

Keeps your family out of probate court, for everything titled in the trust or paid to it.
Puts someone you chose in charge if you can't manage things, without a court-appointed conservator.
Holds a young beneficiary's share in trust until an age you pick, instead of handing it over at 18.
Gives an inheritance held in trust enhanced protection from a beneficiary's divorce or creditors, well beyond what an outright gift or a will can provide.
Keeps your plan private. Nothing is filed with a court.
Lets you change anything, any time, while you're living.

Revocable Living Trust
The document that holds your assets and says who gets what, and when.
Schedule of Assets
A list of what the trust owns.
Certification of Trust
The short version banks and title companies ask for.
Summary of the Trust
A plain language overview of your plan and everyone you named.
General Assignment of Personal Property
Moves your belongings into the trust without listing each one.

Durable Financial Power of Attorney
Someone you choose handles money and paperwork if you cannot.
Health and Mental Health Care Power of Attorney
Someone you choose makes medical decisions if you cannot.
Living Will (End-of-Life Care Directive)
Your wishes on life support, in writing.

Pour Over Will with guardian nominations
Catches anything left outside the trust and names guardians for minor children.
Personal Property Memorandum
A simple list of who gets specific items, which you can update yourself.
Memorial Instructions
Your wishes for services and remains, so your family is not guessing.

Deed to your trust
One Arizona deed included when you own real estate, so your home is actually in the trust.
Funding Instructions and Guidance for Advisors
A written guide to moving your accounts and property into the trust, with a version your financial advisor can act on.
Your design meeting with Luke by video
Luke's recorded walkthrough of your finished plan
Coordination with your financial advisor, CPA and bank

Luke will confirm the right plan for your situation before you spend a dollar.