Ancillary Documents
These all-important documents are included as part of your Estate Planning Preservation Program, at no extra charge. Properly prepared Ancillary documents are vital to a properly planned estate, for matters such as:
- General or Medical Power of Attorney
- Living Will
- Legal Guardianship for Minors
Ancillary documents are imperative to our clients in order to keep their best interests secure.
A Living Will & Trust
Did You Know…
that a legal trust is NOT valid in every state? As they say, “What you don’t know could hurt you.” In this case, it could hurt your loved ones after your passing if your estate and assets are not allocated in the manner in which you wanted.
With our loving and determined guidance, ACI’s Living Trust combines intelligent principles with proven experience for a powerful ally to your estate planning and financial goals. We are committed to giving you the best advice at the best price.
Our comprehensive estate preservation program includes:
- Analysis of existing will or trust agreements
- 210 “Must Have” provisions
- A duplicate set of the Living Trust for safekeeping
- Two copies of the ancillary documents
- Frequent legal and tax updates when applicable
- Advanced estate planning strategies
- Trust amendment services
- Deed transfers
- Top-notch estate settlement services
- Asset distribution
This straightforward preservation program gives us an advantage over our competitors. With a high caliber of professionalism, trust and integrity that is rare within the legal system of today’s standards, ACI Estate Planning is your ally; when the time is right to discuss planning now for the unforeseen.
