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.

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.

MVP Tax & Financial Services, LLC

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Revocable Living Trust