© Afsar Estate Planning 2018

Estate Planning Documents

 

Revocable Trust 

This instrument, once executed, allows you to avoid the time, stress and costs associated with probate. The Trustor names a Trustee who will manage your assets if you become incapacitated and who will also distribute your assets to those you wish to provide for when you die. Because it is revocable, your Trust can be amended as long as you are alive and are competent.  

Certification of Trust 

This document is a synopsis of the entire Trust. It lists Trustee powers and states who is named as Trustee and Successor Trustee. The certification of Trust is provided for the bank or financial institution and should not state the provisions of your Trust, which should be kept private.

Pour Over Will

This document appoints a person you, the Testator chooses, who will serve as an Executor and handle the administration of your estate when you pass away. This Will also states those you wish to provide for, known as Beneficiaries.  This Pour Over Will is used with a Revocable Trust and takes any assets that are acquired after, or inadvertently left out of the Trust and puts them into the Trust. 

 

Your Estate Plan Includes

Attorney Consultations

Personalized Care

​Prompt Service

Clear, Concise Explanations

Compassion & Understanding

Expert Advice

​Efficient Service

Affordable Pricing

​Over 15 Years Experience

Attention to Detail

Advice You Can Trust

Documents Signed In Your Home

All Notary Services

E-Copy of Executed Documents

All Recordings Fees

Deed Transferred Into Trust

Estate Planning Documents

Last Will & Testament

This document considers you as the Testator. Here, you name an Executor, someone who will handle the administration of your estate when you pass away.  The Will also lists those you wish to give your assets to or provide for, known as beneficiaries.

 

Financial Power of Attorney 

This instrument appoints an Agent and provides authority for the Agent to act on your behalf regarding your financial affairs if you become incapacitated.  If the Power of Attorney becomes only effective upon your incapacitation, a medical declaration of the incapacity must accompany the Power of Attorney.

Advance Health Care Directive

This document allows you to name an Agent and Successor Agent to carry out your health care wishes, if you are unable to expresses those wishes.  This is where you also state your end-of-life medical choices.

Revocable Trust 

This instrument, once executed, allows you to avoid the time, stress and costs associated with probate. The Trustor names a Trustee who will manage your assets if you become incapacitated and who will also distribute your assets to those you wish to provide for when you die. Because it is revocable, your Trust can be amended as long as you are alive and are competent.  

Certification of Trust 

This document is a synopsis of the entire Trust. It lists Trustee powers and states who is named as Trustee and Successor Trustee. The certification of Trust is provided for the bank or financial institution and should not state the provisions of your Trust, which should be kept private.

Pour Over Will

This document appoints a person you, the Testator chooses, who will serve as an Executor and handle the administration of your estate when you pass away. This Will also states those you wish to provide for, known as Beneficiaries.  This Pour Over Will is used with a Revocable Trust and takes any assets that are acquired after, or inadvertently left out of the Trust and puts them into the Trust. 

 

Each Estate Plan Includes

Attorney Consultations

Personalized Care

​Prompt Service

Clear, Concise Explanations

Compassion

Understanding

Expert Advice

​Efficient Service

Affordable Pricing

​Over 17 Years Experience

Attention to Detail

Advice You Can Trust

Delivered To Your Home

All Required Notary Services

E-Copy of Executed Documents

Last Will & Testament

This document considers you as the Testator. Here, you name an Executor, someone who will handle the administration of your estate when you pass away.  The Will also lists those you wish to give your assets to or provide for, known as beneficiaries.

 

Financial Power of Attorney 

This instrument appoints an Agent and provides authority for the Agent to act on your behalf regarding your financial affairs if you become incapacitated.  If the Power of Attorney becomes only effective upon your incapacitation, a medical declaration of the incapacity must accompany the Power of Attorney.

Advance Health Care Directive

This document allows you to name an Agent and Successor Agent to carry out your health care wishes, if you are unable to expresses those wishes.  This is where you also state your end-of-life medical choices.

Estate Planning Documents