Succession Forms Packages
$1,855.00
Preparation of Succession forms:
Naked Ownership, Simple Uncontested (50% Ownership / 50% Usufruct with naked ownership to heirs).
Documentation required from customer:
- Property description
- Death Certificate
- Documentation of titled holdings in decedent’s name
Description
The staff at Choice Legal Forms will keep you informed regarding the processing, completion and fulfillment of purchased documentation. Documents are forwarded with instruction for execution. Processing time may vary per product.
Preparation Time: 7-10 days from receipt of all required items. Additional fees may apply for consultative services and additional documents required.
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Select options This product has multiple variants. The options may be chosen on the product pageTax Advantage Estate Plan
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■ Request to Transfer Accounts of General Assets
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• Both Complimentary and Fee Based Settlement Assistance to your heirs upon your demise
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Select options This product has multiple variants. The options may be chosen on the product page
Estate Preservation Package
$2,495.00• One (1) Comprehensive Trust Agreement
• Pour Over Wills-( up to two)
• Certificate/Summary/Extract of Trust documents (10-12 originals)
• Formatted Letter(s) to appointed Successors/Trustees, with envelope(s)
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• Various Funding Documents/Forms including:
■ Request to Transfer Accounts of General Assets
■ Request to Transfer Stock & Bonds
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• Preparation of the Homestead Real Estate Transfer (Deed)
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* Additional Deed Preparation at rate of $300.00 per Deed. -
Select options This product has multiple variants. The options may be chosen on the product page
Comprehensive Estate Plan
$3,995.00Estates of $150,000.00 to $11,400,000.00 Essential Documents Planning Package
• Preparation of up to three (3) Real Estate Transfer Documents/Deeds (each additional deed cost $300)
• One (1) Comprehensive Trust Agreement
• Pour Over Wills-(up to two)
• Health Care Declarations including HIPAA provisions (up to two )
• Durable Power of Attorney for Health Care documents (up to two)
• Durable Power of Attorney documents (up to two)
• Certificate/Summary/Extract of Trust documents (10-12 originals)
• Formatted Letter(s) to appointed Successors/Trustees, with envelope(s)
• Comprehensive Trust Instructions-general and specific
• Various Funding Documents/Forms including:
■ Request to Transfer Accounts of General Assets
■ Request to Transfer Stock & Bonds
■ Request to Transfer Qualified Plans
• Complete Funding Instructions
• Expert Legal Consultations to customize your Estate Plan
• One year of complimentary Amendment(s)/Changes as per your request or as required by law
• Both Complimentary and Fee Based Settlement Assistance to your heirs upon your demise
• An awesome Referral Network to ensure all of your Estate Planning Goals and Objectives are met and exceeded.
• Complimentary financial review (if requested)
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