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Here at QA we are always looking for great ways to connect with our clients by offering the best in financial services.
Estate Planning Package (Living Trust Package) - Single
Estate Planning Package (Living Trust Package) - Husband & Wife
Our Trusts are a complete DIY way to protect your assets and loved ones. With Trust in place, you can avoid, the possibility of the probate court stepping in. Give your loved ones the knowledge and ease of having clear and concise instructions about your wishes regarding your assets.
Our package includes customized and state-specific estate planning documents to select guardians for your children, list your assets, and establish instructions in a medical emergency. With one of our trust packages, you can rest easy with all of your estate affairs in order.
Once you complete your Trust online, you will receive your new Trust in the mail shortly via our Complimentary 1st-time Shipping, and should things change you will also have a 1 Year Unlimited Update Service ($39/year thereafter)
BENEFITS
- Nominate child and/or pet guardians
- Decide who will handle your affairs
- Leave specific gifts (money, possessions, property, etc.)
- Determine how your assets will be distributed
- Exclude individuals from receiving your property
- Specify your final arrangements
- Note any special requests
- Decide what should happen in a medical emergency
- Designate health care agents
- Grant trusted individuals access to your medical records
- Add conditions to asset distributions
- Avoid probate court
INCLUDED DOCUMENTS
- Revocable Living Trust
- Schedule of Assets
- Last Will & Testament (Pour-Over Will)
- HIPAA Authorization
- Living Will
- Power of Attorney
DON'T WAIT ANOTHER DAY TO PUT THIS INTO PLACE FOR YOU AND FOR YOUR FAMILY.
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