MVP Tax & Financial Services, LLC

CONNECT

Address:

8213 Stern St.
Frisco, TX 75035

Phone:

972-679-2396

Fax/Other:

972-637-7636

Revocable Living Trust

It is never to early to prepare for the future.  Understanding the difference between a Will and a Revocable Living Trust is important for deciding which is best for you and your beneficiaries.  At MVP we offer a Revocable Living Trust package that includes the following legal documents:

  • Trust Summary
  • Trust Agreement
  • Durable Power of Attorney
  • Health Care Power of Attorney
  • Living Will with Designation of Anatomical Gift
  • Pour Over Will
  • Deed Preparation
  • Designation of Guardianship of Minor Children
  • Notarization and in most cases Witnesses
  • Instructions for your named Successor Trustees
  • Help with the completion of transferring assets into the Trust

**  All legal documents are prepared and discussed with an attorney.  Legal fees must be paid in advance directly to the attorney, additional fees will be paid direct to MVP.

Contact us for the possible benefits of a Revocable Living Trust and package price.

 

Neither [broker dealer] nor its registered representatives, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

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Check the background of this financial professional on FINRA's BrokerCheck