A California revocable living trust package should include:
1) A California revocable living trust;
2) A “pour over” will;
3) A durable power of attorney for financial affairs;
4) An Advanced Health Care Directive or Health Care Power of Attorney or Living Will;
5) A General Transfer;
6) A Certified Extract or Abstract of Trust;
7) A Grant or Quitclaim deed for real estate;
8) Letters to financial institutions to get accounts transferred into the trust;
9) Letters to life insurance companies and retirement companies to coordinate beneficiaries with the trust;
10) An instruction letter telling you how to title assets.
If your estate plan does not have all these let’s talk about why you need it! -John
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