Legacy Estate Plan
for Married Couples
This plan is designed to help married couples protect their shared assets and provide clarity for the future. Our Legacy Estate Plan for Married Couples includes key legal documents to safeguard your family, designate decision-makers, and ensure that both partners' wishes are respected. This plan is a practical, comprehensive approach to creating peace of mind for you and your loved ones.
What’s included:
Revocable Living Trust
Comprehensive Trustee Powers including provisions for Digital Assets.
Option to include provisions for Legacy Contacts to manage specific aspects of your digital and personal affairs.
Certification of Trust.
Pour-Over Wills for each spouse.
Durable Power of Attorney for Asset Management for each spouse.
Power of Attorney for Health Care for each spouse.
General Assignment with provision to address digital assets.
Trust Transfer Quitclaim Deed to title your primary residence in trust name.
More than one residence? No problem. For an extra fee we can title all your real property into trust name.