What is included in the Complete Wills trust package?

A trust-based package usually includes a revocable living trust plus documents needed to manage property, incapacity, and remaining estate property. Creating the papers is only the first step. Trust assets must also be properly funded.

General information

• The current package lists a revocable living trust, schedule of assets, certification of trust, last will, HIPAA authorization, advance health-care directive, and power of attorney.
• Premium adds legal review and attorney advice as described on the product page.
• Optional printing or shipping may be available.

Service steps to consider

1. Comparing the Standard and Premium feature lists.
2. Plan how each intended asset will be transferred or connected to the trust.
3. Get advice before transferring retirement accounts, business interests, or complicated property.

Quick check

• What is due today?
• When does any trial end?
• What charge will renew?

How Complete Wills can help

Complete Wills can explain the features shown on its site, help with account or questionnaire problems, and connect eligible customers with attorney support. Product prices, promotions, and subscription terms can change. The live order page and checkout show the amount due before payment. Customer support can explain website features and questionnaire fields, but it cannot choose documents, people, distributions, or legal terms, interpret a completed document, or explain how the law applies to a person's facts. Only a separately engaged licensed attorney may provide legal advice within the attorney's engagement.

Important limits

• Customer support can explain the service but cannot recommend legal choices or interpret how the law applies to the person.
• Reviewing the current checkout disclosures and terms before buying or starting a trial. This article gives general information only. A licensed attorney can explain how state law applies to a specific estate plan or document.