An Integrate Legacy Estate Plan contains:


A Living Trust allows your heirs to avoid the expense, delay and public nature of Probate Court when your gross estate in CA exceeds $166,250. A Living Trust allows your Successor Trustees to manage your assets for your benefit and the benefit of your loved ones, according to your own detailed instructions. You will name a minimum of three Successor Trustees.


A Pour-Over Will accompanies every Living Trust. It is the document in which you name a legal guardian for your minor child(ren) in the event you become incapacitated or pass away. The Pour-Over Will also enables your Successor Trustees to put any omitted assets into your trust after your death. You will name a minimum of three Guardians for your minor children and three Executors of your Will.


A Durable Power of Attorney allows you to name an Agent who will be able to exercise certain financial rights in the event you become incapacitated. These rights include filing insurance claims, filing taxes, applying for public benefits and taking distributions from retirement accounts. Your Agent will be able to sign legal documents for you. You will name a minimum of three alternate Agents (people whom you trust to make financial decisions).


An AHCD lets you direct exactly what kind of medical care decisions your Healthcare Agent will make on your behalf if and when you can no longer make those decisions. It includes a HIPAA Authorization which allows your Healthcare Agents to communicate with medical personnel. You will name a minimum of three alternate Agents (people who have “heart”) and you will name everyone you wish to have access to your medical information.


A Final Disposition Authorization enables you to specify whether you want to be buried or cremated, the type of memorial service you want, such as a Celebration of Life  (including choice of food and music), what words/prayers/poems you would like said at the event, and who will be in charge of planning the event.


A Legacy Letter is a way to leave memories, thoughts, reasons behind your estate plan design and final wishes to your family and friends after you become incapacitated or pass away. Because family members are able to read, watch, and/or listen to your philosophy behind your estate plan, it lessens the chances of litigation after your death. This component of your estate plan helps you define and preserve the comprehensive legacy you leave behind.

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Where do you keep all your documents? 

You will receive this beautiful binder to organize and store all of your documents.

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