| Basic | Will | Revocable Living Trust |
|
|---|---|---|---|
| Revocable Living Trust with: - Lifetime Incapacity Protection for Self and Spouse - Lifetime Asset Protection Trusts for Children - Marital Trusts (if needed) - Bypass Trusts (if needed) | ✔ | ||
| Last Will and Testament/ Pour-Over Will |
✔ | ✔ | ✔ |
| Advance Health Care Directive | ✔ | ✔ | ✔ |
| Durable Power of Attorney | ✔ (1) | ✔ (3) | ✔ (3) |
| Personal Property Memorandum | ✔ | ✔ | ✔ |
| Side Letter to Trustees | ✔ | ✔ | |
| Pet Memo | ✔ | ✔ | |
| Life Care Wishes | ✔ | ✔ | |
| Funeral Wishes | ✔ | ✔ | |
| Beneficiary Designation Instructions | ✔ | ✔ | |
| Digital PDF Copies of all Documents | ✔ | ✔ | ✔ |
| Folder Containing all Originals | ✔ | ✔ | ✔ |
| BONUS - Advance Health Care Directives and Powers of Attorney for Young Adult Children (if needed) | ✔ | ✔ | |
| BONUS – Free Estate Administration “Roadmap” call for Executors in the Future ($350 value) | ✔ | ✔ | ✔ |