Trust Packages
Bring important ownership and planning details into one clear place.
A Revocable Living Trust can be a practical way to organize the information and instructions you want to have in place for the people closest to you.
Why consider a Revocable Living Trust?
A way to organize ownership, management, and future wishes.
A Revocable Living Trust can help an individual or married couple organize ownership of assets, provide instructions for managing assets, and establish a plan for distribution. For many families, it is one part of a larger effort to put important information and decisions in writing.
A trust does not automatically avoid probate in every situation. Assets generally need to be properly titled or otherwise coordinated with the trust for it to accomplish its intended purpose. An attorney can advise how a trust may apply to a particular situation.
What the Trust Package includes
Prepared documents and clear next-step instructions.
- Revocable Living Trust.
- Memorandum or Certificate of Trust.
- Preparation of one deed for transfer of one Oklahoma property into the trust.
- Written signing, execution, and next-step instructions.
The deed preparation is document preparation only. It does not include filing or recording with the county.
One part of an overall plan
Different documents can serve different purposes.
A trust is only one part of an overall estate plan. The Full Estate Planning Package also includes Pour-Over Wills, Durable Powers of Attorney, Healthcare Powers of Attorney, and Advance Health Care Directives. Each of these documents can serve a different purpose within a person's overall planning.
Peace Of Mind Estate Documents prepares documents using the information you provide. We do not determine what documents are appropriate for you, provide legal advice, or provide legal representation. An attorney can advise you about those decisions.
Full Estate Planning Package
A coordinated package for a married couple.
The Full Estate Planning Package is designed for a married couple who would like a broader set of documents prepared together.
- Revocable Living Trust.
- Two Pour-Over Wills.
- Two Durable Powers of Attorney.
- Two Healthcare Powers of Attorney.
- Two Advance Health Care Directives.
- Memorandum or Certificate of Trust.
- Preparation of one deed for transfer of property into the trust.
- Appropriate signing, execution, and next-step instructions.
Package value and price
One complete package, with clear pricing.
Regular combined value
$1,204- Married Couple Revocable Living Trust Package$499
- Two Pour-Over Wills$249
- Two Durable Powers of Attorney$358
- Two Advance Health Care Directives$98
Full Estate Planning Package
$749The Full Estate Planning Package represents a savings of $455 from the regular combined value of the included documents and services.
Call to discuss the Full Estate Planning PackageBefore you get started
Gather what you have, then organize the rest as you go.
You do not need to have every answer before you call. A few notes can make the first conversation and document-preparation process feel more manageable.
- Names and basic information for the people involved.
- Information about the Oklahoma property being transferred.
- General information about assets you want to consider as part of your overall plan.
- Names of people you are considering for important roles.
- Any existing estate documents you may want to replace or update.
When legal advice may help
Some situations need individualized guidance.
Complex family circumstances, significant assets, business interests, tax issues, special-needs beneficiaries, disputes, or other situations requiring individualized legal advice may call for a conversation with a licensed attorney.
Peace Of Mind Estate Documents is a document preparation service, not a law firm. We can prepare the documents you request from the information you provide, but we do not provide legal advice or legal representation.
Frequently asked questions
What is included in a Trust Package?
An Individual or Married Couple Revocable Living Trust Package includes a Revocable Living Trust, a Memorandum or Certificate of Trust, preparation of one deed for transfer of one Oklahoma property into the trust, and written signing, execution, and next-step instructions.
Does a Trust automatically avoid probate?
No. A trust does not automatically avoid probate in every situation. Assets generally need to be properly titled or otherwise coordinated with the trust for the trust to accomplish its intended purpose.
Does deed preparation include county filing or recording?
No. Deed preparation is document preparation only. It does not include filing or recording with the county.
What is the difference between a Healthcare Power of Attorney and an Advance Health Care Directive?
A Healthcare Power of Attorney may name someone to make health care decisions in the circumstances described in that document. An Advance Health Care Directive lets you put certain health care wishes in writing. They are different documents that can serve different purposes. An attorney can advise how they may apply to your situation.
Can Peace Of Mind Estate Documents advise me about my Trust?
No. Peace Of Mind Estate Documents is a document preparation service, not a law firm. We prepare documents from the information you provide but do not provide legal advice or legal representation. An attorney can advise you about your individual circumstances.
Start with a conversation
Questions about whether a Trust Package is right for you?
Call for a free phone conversation.