| A Last Will & Testament, a
Revocable Living Trust Agreement, and a Living
Will are three of the most important documents
most adult Americans should have and understand.
This kit includes all the fill-in-the-blank forms
to prepare these documents along with complete,
easy to understand instructions. When finished,
you'll have peace of mind knowing you've
protected your family completely. Fill-in-the-blank
documents, instructions, and optional software to
prepare the following legal matters:
Revocable
Living Trust Agreement - You place your
assets into the Living Trust Agreement while
you're still alive. When you pass away, your
assets automatically transfer to your heirs
without going through the time consuming and
expensive probate court system. You can add to
the living trust or revoke it entirely at any
time if you wish.
Last
Will and Testament - Legal experts agree
- a will should be prepared in addition to the
Living Trust Agreement. The reason is simple - if
you add to your assets (for example, if you open
a new mutual fund) and you neglect to add it to
your Living Trust, it will "pour over"
into the will. It will not be protected from the
probate court, but it will still be covered. A
will also sets up guardianship for minor
children. Without a will, the probate court
decides what will happen with the new mutual fund
mentioned and also the guardianship of minor
children.
Living
Will - Decisions can be made now
regarding your medical and financial situation
should you become incapacitated later. Includes
Living Will forms and Durable Power of Attorney
forms for both health care and financial care.
Prevents being kept alive for months - even years
- artificially against your wishes. By limiting
treatment, a living will sets limits on hospital
bills which can wipe out your assets so that
there is little left in your estate for your
heirs.
Do
I need all three of these documents?
All three
work together to satisfy your various legal
needs. The Living Trust Agreement
allows your assets to transfer directly to your
heirs without the time and expense of probate
court. The Last Will & Testament
covers property not in the Living Trust - without
a will the court decides the outcome of those
assets. You can also designate who will be the
guardian of any minor children with the will. The
Living Will allows you to
"die with dignity" and protects your
estate from being depleted by hospital costs.
Also
included as an added BONUS in this kit is a
booklet entitled Estate Planner - Things My
Family Should Know. You can list all your
financial and insurance information in one
easy-to-use book. It's a $7.95 retail value -
FREE with this kit!
This
kit contains all the printed fill-in-the-blank
forms & printed instructions along with
optional software. This allows you to either use
the preprinted forms or prepare on your computer
and print. Your choice. GREAT FOR A PERSON THAT
IS NOT COMPUTER LITERATE!
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