Sample Documents

Everyone likes to see what they are getting before making a purchase.  That’s especially true when deciding on how to  have your estate planning documents prepared.

You have a responsibility to do your due diligence in selecting an implementation partner for the drafting phase of your estate plan.  If you want options, how well does the system support that?  In the case of a Revocable Living Trust, if you have a child or other loved one with special needs can the document language support that?  Does it provide the option for Successor Trustees?  What about Individual and Corporate Co-Trustees and the options for handling disagreements between Trustees?  Is the Power of Attorney an  immediate grant, or is there a Springing Power option?

These are but a few of the many questions that should be considered.  We invite you to review our sample documents here and compare them with our competitors.  Gain peace of mind in knowing your documents are produced by a system that allows you to truly reflect your individual goals and desires in all areas of your estate plan.

Cover Page

Title Page -Joint Living Trust

Table of Contents

Summary of Estate Planning Provisions

Restated Amendment to Doe Living Trust

Declaration of Trust

Certification of Trust

Assignment of Personal Property

Instructions for the Disposition of Personal Property

Last Will – John Doe

Last Will – Mary Doe

Hawaii Power of Attorney – John Doe

Hawaii Power of Attorney – Mary Doe

Hawaii Advance Health Directive – John Doe

Hawaii Advance Health Directive – Mary Doe

HIPPA Waiver – John Doe

HIPPA Waiver – Mary Doe

Final Disposition – John Doe

Final Disposition – Mary Doe

Funding Instructions and Samples