LIVING TRUST PLANS - Danley Law Firm                   


An effective Living Trust Estate Plan includes these primary legal documents:


1. Planning for Your Property (or Assets)

• Revocable Living Trust

• Trust Funding Documents 

• Pour-Over Will

• General Durable Power of Attorney


2.  Planning for Your Person

• Health Care Power of Attorney

• Advance Directive for Health Care

• HIPAA Authorization



In essence, a Living Trust Estate Plan results from a two-step planning process: (1) Designing and creating the Revocable Living Trust; and (2) Trust Funding (which is the process of transferring assets to the Trust).