"Never Leave Your Home" Estate Planning

 

I will visit you at your home and notarize your Estate Planning Documents

 

​

STANDARD DOCUMENTS AND SERVICES:

 

The procedure to start your Revoable Trust Estate Plan:

​

• Estate Planning Questionnaire: You must complete this Questionnaire where you will name your heirs, beneficiaries and the persons you choose who will serve as your Successor Trustee, Executor and Agents for Power of Attorney for Property and Health Care. (Download from my website at https://www.clintlaw.com.)

• One (1) Initial Meeting: I must speak with you personally, preferably via Zoom, to discuss your estate planning goals.  You may contact me as many times as you like by phone call and/or email to ask questions and make your comments the signing.

• Retainer Fee: You will pay me 50% of my total legal fees before I will begin to work to complete your estate plan.

• Preparing all the Estate Planning Documents:   See the list below.

• Final meeting with you in your home: We will meet to execute your estate planning documents, (days, evenings and weekends) where you will invite two (2) witnesses who must be over 18 years of age and can never be a beneficiary of your estate. You and your witnesses must show me your current Driver's Licenses or State IDs.

• Funding Real Property For Revocable Trust: I will prepare and record the Deed into Trust which will transfer title ownership of your home from you to the Trust of which you will be the Trustee (additional fees for more than one deed and any addition cost for recording a deed for property outside of Illinois).

• Funding Remaining Assets For Revocable Trust: You will "fund" all the remaining titled assets, including but not limited to bank, brokerage and market accounts, stocks, bonds and mutual funds and regarding beneficiaries with respect to insurance, retirement plans and annuities.

​

Your Revocable Trust Estate Plan will include the following documents:

​

​Married Couple:​

• One (1) Single Revocable Living Trust shared by a married couple without estate-tax planning and only for estates highly unlikely to be subject to estate taxes

• One (1) Trust Certificate

• One (1) Assignment of Personal Property to Trust

• Two (2) Memorandum for Distribution of Tangible Personal Property 

• Two (2) "Pour Over" Last Wills and Testament

• Two (2) Durable Powers of Attorney for Property

• Two (2) Durable Powers of Attorney for Health Care

• Two (2) Living Wills

• Two (2) HIPAA Release Forms

• Two (2) Disposition of Remains

• One (1) Deed into Trust (Illinois property only).

​

​

Single Person:  

• One (1) Single Revocable Living Trust for one individual without estate-tax planning and only for estates highly unlikely to be subject to estate taxes

• One (1) Trust Certificate

• One (1) Assignment of Personal Property to Trust

• One (1) Memorandum for Distribution of Tangible Personal Property

• One (1) "Pour Over" Last Will and Testament

• One (1) Durable Power of Attorney for Property

• One (1) Durable Power of Attorney for Health Care

• One (1) Living Will

• One (1) HIPAA Release Form

• One (1) Disposition of Remains

• One (1) Deed into Trust (Illinois property only).

​

* Terms and Conditions:

• Only for estates under $ 2,000.000 without state-tax or asset protection or Medicaid planning

• For estates highly unlikely to be subject to estate taxes.

   

​​​