Single Trust Plan

What It Does

• Establishes a revocable living trust to manage and distribute your assets.

• Includes a pour-over will to catch anything left outside the trust.

• Adds a certification of trust to use with banks and institutions.

• Includes a trust funding directive to help you retitle assets.

• Appoints a trustee to manage your trust if you can’t or don’t want to.

What It Doesn’t Do

• It doesn’t automatically fund the trust—you still need to move assets into it.

• It doesn’t replace your powers of attorney or medical directive.

• It doesn’t override beneficiaries listed on things like life insurance or IRAs.

Who Needs to Sign

• You (the grantor).

• Your trustee(s).

• Notarization is required.

Price: $500