Choose your Trust package:
Single Trust Plan
A Revocable Trust Plan for One Person
- Personalized Revocable Trust Prepared By A Local Estate Planning Attorney
- Up to 30 Minutes of Telephone/Zoom Consultation Time with a Local Estate Planning Attorney.
- Trust Provisions for Minor Children (if applicable)
- Pour Over Last Will & Testament
- Financial Power of Attorney
- Medical Power of Attorney/Living Will
- Tangible Personal Property List
- Quitclaim Deed for Transferring Personal Residence into Trust
- Written Instructions for Transferring Other Assets into Trust (Client’s responsibility)*
- Customized Document Binder Mailed to You Ready for Your Signature
- Detailed Signing Instructions (Client’s responsibility)*
- Average Turnaround Time: 7-14 Business Days (expedited option available for additional fee)
Family Trust Plan
A Joint Revocable Trust Plan for a Married Couple
- Personalized Revocable Trust Prepared By A Local Estate Planning Attorney
- Up to 30 Minutes of Telephone/Zoom Consultation Time with a Local Estate Planning Attorney.
- Trust Provisions for Minor Children (if applicable)
- Pour Over Last Will & Testament
- Financial Power of Attorney
- Medical Power of Attorney/Living Will
- Tangible Personal Property List
- Quitclaim Deed for Transferring Personal Residence into Trust
- Written Instructions for Transferring Other Assets into Trust (Client’s responsibility)*
- Customized Document Binder Mailed to You Ready for Your Signature
- Detailed Signing Instructions (Client’s responsibility)*
- Average Turnaround Time: 7-14 Business Days (expedited option available for additional fee)
What Is A Living Trust?
A Revocable Living Trust, often just referred to as a Living Trust, is an estate planning document that places your assets- real estate, investments, bank accounts, and personal property- in trust for your benefit during your lifetime. The grantor (the person who creates the trust) may amend or revoke the trust at any time. Upon the grantor’s death, the trust assets pass to the designated beneficiaries, but, unlike a last will, the trust avoids the delays and expenses of probate. A living trust, unlike a last will, is also a private document that is not recorded in any public record upon your passing, ensuring the privacy of your family legacy plan.
*100% Satisfaction Guarantee
We guarantee that as a RockyMountainTrustPlans.com client you will receive professional legal services delivered in a timely manner. Within fourteen (14) business days after signing the client engagement letter, if you are not 100% satisfied with the client service you receive, we will either 1) correct the problem or 2) reimburse you an amount that is equal to the flat legal fee paid for services. In return, we ask you to promptly inform us if you are dissatisfied in any way with our services, giving us the opportunity to correct any problem and improve the service relationship. Our client satisfaction guarantee is an unwavering commitment to provide you with superior legal counsel. Please note this guarantee only covers issues of satisfaction that were directly caused by RockyMountainTrustPlans.com and does not apply to changes in your situation.
Contact Us
Contact Rocky Mountain Trust Plans today.
Get Started With Your Trust
