JOINT LIVING TRUST PLAN (COUPLES)

$2,000.00 every month for 2 months

JOINT LIVING TRUST PLAN — INCLUDES:

1. Joint Revocable Living Trust

2. Pour-Over Wills (2x)

3. Certificate of Trust

4. Assignment of Personal Property (2x)

5. Appointment of Guardian for Children (as applicable)

6. Financial Powers of Attorney (2x)

7. Medical Powers of Attorney (2x)

8. Advanced Directives (2x)

9. HIPAA Authorizations (2x)

10. Warranty Deed (for Principal Residence)

11. Assignment of Business Interests (as applicable)

12. Personal Property Distribution Memorandum (2x)

13. Final Disposition Authorization (2x)

14. Final Disposition Instructions (2x)

15. Asset Transfer Instructions (bank accounts, investment accounts, etc.)

16. Asset Transfer Letters

17. Pre-Filled Texas Homestead Exemption Re-Application Form

18. Detailed Signing & Notarization Instructions

19. Detailed Walk-Through Video of Final Documents

Add To Cart

JOINT LIVING TRUST PLAN (COUPLES)

$2,000.00 every month for 2 months

JOINT LIVING TRUST PLAN — INCLUDES:

1. Joint Revocable Living Trust

2. Pour-Over Wills (2x)

3. Certificate of Trust

4. Assignment of Personal Property (2x)

5. Appointment of Guardian for Children (as applicable)

6. Financial Powers of Attorney (2x)

7. Medical Powers of Attorney (2x)

8. Advanced Directives (2x)

9. HIPAA Authorizations (2x)

10. Warranty Deed (for Principal Residence)

11. Assignment of Business Interests (as applicable)

12. Personal Property Distribution Memorandum (2x)

13. Final Disposition Authorization (2x)

14. Final Disposition Instructions (2x)

15. Asset Transfer Instructions (bank accounts, investment accounts, etc.)

16. Asset Transfer Letters

17. Pre-Filled Texas Homestead Exemption Re-Application Form

18. Detailed Signing & Notarization Instructions

19. Detailed Walk-Through Video of Final Documents

Add To Cart

★★★★★

“It was a pleasure to work with Scott Stier from the Stier Group for our small business and advanced planning needs. Scott is the kind of person who immediately puts you at ease. I appreciated the attention to detail, thorough communication, and honesty throughout the process. I have referred numerous friends to The Stier Group because it was such a good experience. If you need a Trust or any legal advice, I’d highly recommend Scott Stier!”

- Rachel R.

”We've enjoyed working with Scott Stier on several legal projects, including setting up a trust and various small business needs. I appreciate his warm, friendly nature, honesty, thoroughness, and attention to detail. He's an effective verbal and written communicator. He even breaks down essential information about his legal research and your role in the process piece by piece in short videos that you don't have to know "legalese" to understand. I look forward to working again with Scott soon and recommend him to anyone looking for a tremendous, honest, dependable lawyer.”

- Scott R.