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What is a Comprehensive Estate Planning Package?

 
 
What is a Comprehensive Estate Planning Package?
 
Bryan D. Eisenbise, Esq.
Attorney & Counselor at Law
JD, MBA, LLM(Tax)
 
 
The “Comprehensive Estate Planning Package” provides the client all of the estate planning documents that they will need to 1) avoid probate, 2) designate how and when their assets are to be distributed, 3) plan and make the appropriate decisions for instances of incapacity, and 4) grant legal authority to trustees, powers of attorney, guardians, and other agents to act on their behalf when appropriate.  In instances where the client is married, The Comprehensive Estate Planning Package can reduce or eliminate estate taxes up to double the amount of the applicable estate tax exclusion amount.  In some instances, a living trust can defer payment of any estate taxes realized on the death of the first spouse to the death of the second spouse.

The primary objective of The Comprehensive Estate Planning Package is to give the client all of the estate planning documents they will need in one concise package.  Unless the client has extraordinary circumstances involving the value or classification of assets, everything they need will be included in The Comprehensive Estate Planning  Package.

The Comprehensive Estate Planning Package includes the following documents:

  1. Revocable Living Trust;
  2. Last Will and Testament of Husband;
  3. Last Will and Testament of Wife;
  4. Declaration of Trust;
  5. Certificate of Trust;
  6. Marital Property Agreement;
  7. Assignment of Personal Property;
  8. Directive to Physician for Husband;
  9. Directive to Physician for Wife;
  10. Health Care Power of Attorney for Husband (HIPAA Compliant);
  11. Health Care Power of Attorney for Wife (HIPAA Compliant);
  12. Springing / Durable Power of Attorney for Husband;
  13. Springing  / Durable Power of Attorney for Wife;
  14. HIPAA Authorization for Husband;
  15. HIPAA Authorization for Wife;
  16. Grant Deed / Assignment of Real Estate to the Trust;
  17. Final Disposition Instructions for Husband;
  18. Final Disposition Instructions for Wife;
  19. Letters of Instruction; and
  20. Comprehensive, Plain-English Summary of Trust Provisions.
 
Please feel free to contact me to discuss our comprehensive estate planning package, and how one would benefit you.
 
 

Bryan D. Eisenbise is an attorney practicing out of the Orange County offices of Lanphere & Eisenbise, and has dedicated his practice exclusively to comprehensive estate planning, trusts, and probate.  Bryan has represented and counseled hundreds of individuals, families, and business owners in all areas of estate planning, including gift and estate tax planning, living trusts, advanced trusts, asset protection, business succession planning, probate, and trust disputes and litigation.

Lanphere & Eisenbise is an association of Professional Law Corporations located in Santa Ana, California consisting of the attorneys and staff of Lanphere Law Group, PC and the attorneys and staff of Eisenbise Law Group, PC.  With over twenty years of combined experience, Lanphere & Eisenbise provides a wide range of estate planning, business, and real estate transaction and litigation services to individuals, families, and businesses throughout Southern California.

 

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