Clerical or Word Processing Changes To Your Will and Living Trust.
We will assist you in making certain amendments to your Will and Living Trust documents including: changing trustees, successor trustees, personal representatives or guardians; modifications to instructions or personal property memoranda; adding or deleting specific gifts; and other clerical changes that do not modify the substance of the plan or require attorney counseling or plan re-design.
Amendments to Ancillary Plan Documents.
We will amend or prepare new ancillary documents, including Durable Power of Attorney, Health Care Directive, HIPAA authorization, Affidavit or Certificate of Trust and your Community Property Agreement.
Powers of Attorney for Adult Children.
For your adult children who are still in school, single and under the age of 25, we will prepare a Durable Power of Attorney, a Health Care Directive and a HIPAA authorization. (You and your children are required to sign a waiver of conflict of interest in order for us to prepare these legal documents.)
Generations Partners.
Participation in our Generations Partners Program provides you with special pricing, incentives and cost savings when you purchase goods or services from our Generations Partners. To view a list of our Generations Partners and the benefits they offer, click here.
Titling Assistance.
We offer counseling regarding proper titling and funding of assets when you contact us prior to the acquisition, sale or change in disposition of trust property, life insurance, annuities, retirement accounts, business interests, or investment accounts. This service does not include document preparation if you have already taken title in your name and require “re-funding” of the asset. You are asked to provide Foley & Foley with confirmation of “funding” of assets as they are acquired or sold.
Asset Tracking.
Foley & Foley maintains a spreadsheet of your assets as they are acquired and sold. Schedules of assets are updated as information is provided by clients. Trust funding reviews and funding audits are performed by Foley & Foley every third year.
Telephone Consultations And Bank Letters .
We are available by telephone during regular business houses for consultations with attorneys or planning team members to answer your questions regarding funding, titling, plan maintenance, and plan operation. We will also provide attorney opinion letters about the terms of your trust to banks and other financial institutions when you refinance real estate held in a trust.
Continuing Education.
We will notify you of future estate planning workshops for you, your family, and your successor trustees regarding basic planning, advanced planning, plan maintenance and post-mortem administration.
Periodic newsletter.
You will receive our regular newsletter with articles and information about estate and business planning, changes in the law, new ideas, Foley & Foley news, and other topics of interest.
Notice of Changes in the Law.
We will provide you with notification of significant changes in the law or new planning tools that may be applicable to your situation.
Plan Review.
We will review your estate plan with you or your family whenever you want to revisit or update your plan.
Post Mortem Administration.
Foley & Foley will represent and assist your successor trustees with the administration of your trust at your death at a fixed fee based upon your estate values. |