L.D. O'Mire Insurance Services

Estate Planning 123

Our Will Package for a single person or couple (one set for each spouse) includes:

1. Last Will and Testament;
2. Personal Property Statement;
3. Durable Power of Attorney;
4. Health Care Directive;
5. Organ Donation;
6. A Personalized Letter of Instruction on Repositioning of Assets;
7. A Personalized List of Assets; and
8. A Customized Portfolio of the Completed Estate Plan.
   

Planning for the estate with assets under $1 Million with built in protections and to avoid probate.
Our Revocable Living Trust Package for a single person or couple (one set for each spouse) includes:

1. Pour Over Last Will and Testament;
2. Revocable Living Trust Agreement;
3. Certificate of Revocable Trust;
4. Personal Property Statement;
5. Durable Power of Attorney;
6. Health Care Directive;
7. Organ Donation;
8. Assignment of Personal Property;
9. Deed (1);
10. A Personalized Letter of Instruction on Repositioning of Assets and Funding the Revocable Living Trust;
11. A Personalized List of Assets; and
12. A Customized Portfolio of the Completed Estate Plan.

Planning for the estate with assets from $1 Million to $3 Million with built in protections, avoiding probate, and eliminating estate taxes.
Our Revocable Living Trust Package with Generation Skipping for a single person or couple (one set for each spouse) includes:

1. Pour Over Last Will and Testament;
2. Revocable Living Trust Agreement;
3. Certificate of Revocable Trust;
4. Irrevocable Trust Agreement;
5. Certificate of Irrevocable Trust Agreement;
6. Personal Property Statement;
7. Durable Power of Attorney;
8. Health Care Directive;
9. Organ Donation;
10. Assignment of Personal Property;
11. Deed (1);
12. A Personalized Letter of Instruction on Repositioning of Assets and Funding the Revocable Living Trust;
13. A Personalized List of Assets; and
14. A Customized Portfolio of the Completed Estate Plan.