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Frequently Asked Questions

1ESTATE PLANNING

Each of our Trust Estate Plans are prepared at a flat fee and include a Simple Trust, Schedule of Assets, Certification of Trust, Assignment, Nomination of Guardian, Advanced Health Care Directives with HIPAA, Springing Durable Powers of Attorney, Pour Over Wills and Trust Transfer Deed for the primary residence. The flat fee also includes the attorney time at the intial meeting, a phone appointment to review the documents and a final appointment to execute the original documents.

*Trust Funding is not included in the flat fee, you may hire our office to complete your Trust Funding at an hourly rate, although most client prefer to handle the funding themselves.

DOCUMENTS FOR THE APPOINTMENT: After you have scheduled an appointment, you will be sent questionnaires to complete and bring with you to the appointment. In addition, you will be asked to bring the following documents:

  • Grant Deed or Quitclaim Deed and Property Tax Bill for any properties owned individually or jointly.
  • Mortgage Statement (Clients should contact their lender before the appointment to advise them they are establishing a Revocable Living Trust, transferring the property into the Trust and inquire if the lender has any paperwork for the client to complete).
  • Copies of the most recent statements for all assets (checking & savings accounts, life insurance, annuities/stocks, IRA's and 401k's) owned individually or jointly.
2TRUST ADMINISTRATION

For a Trust Administration to be opened you will need death certificates. Death certificates can be requested while making the final arrangements for your loved one. It is best to request a Certified Certificate of Death for each asset the decedent owned. You should receive the certificates about three weeks after they have been requested. Once the certificates have been requested, the staff can schedule an inital appointment for shortly after the anticipated receipt date.

Also, please review our PDF pamphlet: "What do I do now? - A Guide for Survivors of the Death of a Loved One"

DOCUMENTS FOR THE APPOINTMENT: In addition to the Death Certificates you will have requested and received, you will be asked to bring the following documents to an inital appointment:

  • Decedent's original estate plan (Trust and any Amendments or Co-Trustee Nominations, Will, etc.).
  • Most recent Deed / Mortgage Statement / Property Tax Bill for any properties owned individually or jointly.
  • All bills and debts owed by the deceased (including bills of last illness).
  • Receipts for payment of any funeral expenses.
  • Most recent statements for any assets (checking & savings accounts, life insurance, annuities/stocks, CD's, IRA's and 401k's) owned by the decedent individually or as Trustee of their Trust.
3MEDI-CAL QUALIFICATIONS FOR THE ELDERLY

DOCUMENTS FOR THE APPOINTMENT: After you have scheduled an appointment, you will be sent a questionnaire to complete and bring with you to the appointment. In addition, you will be asked to bring the following documents:

  • Most recent Deed / Mortgage Statement / Property Tax Bill for any property owned by the proposed Medi-Cal recipient and their spouse.
  • Most recent statements for any assets (checking & savings accounts, life insurance, annuities/stocks, CD's, IRA's and 401k's) owned by the proposed Medi-Cal recipient and their spouse.
  • Documentation regarding any income (pensions, dividends, partnership interests, social security) received by the proposed Medi-Cal recipient and their spouse.