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The Living Trust Documents

These are the documents you will receive:

1. Living Trust

2. Pour Over Will

(one for each spouse; also appoints a guardian for minor children.)

3. Assignment of household goods and personal effects into the Trust.

4. Durable Power of Attorney for Asset Management

5. Durable Power of Attorney for Health Care Decisions

(a.k.a. A Living Will or Advanced Health Care Directive)

6. Quitclaim Deed transferring your real estate into the Trust

7. Instructions for Transferring Assets to the Trust

8. Form for Giving Specific Items of personal property to Certain People

9. Form for Burial Instructions

10. Certification of Trust when needed

CaliforniaLivingTrusts.com | David W. Foley, Attorney at Law

California Estate Planning $495 Living Trusts

Phone: 619.284.2444 | Email: david@foley-law.com

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Probate Information

David W. Foley, Attorney

3530 Camino del Rio North, Suite 202, San Diego, CA  92108 • Ph: 619.284.2444 • Fax: 619.342.7704

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