Living Trusts
Which plan is right for you?
Below is a list of EPC Comprehensive Plans, one of which is right for you:
Living Trust Estate Plan for Single Person (appropriate for unmarried persons, divorcees, and surviving spouses)
Q-Tip/Credit-Shelter Living Trust Estate Plan for Heterosexual Married Couple
Q-Tip/Credit-Shelter Living Trust Estate Plan for Same-Sex Married Couple
Living Together Living Trust Estate Plan for Unmarried Couple
Because of Federal Estate Tax rules, the plans for married couples allow for a QTIP Trust to be created when the first deceased spouse's estate is larger than the amount that would pass free of Federal Estate Taxes, which results in a reduction or deferral of all taxes until the death of the surviving spouse.
The "Living Together" Comprehensive Plan is appropriate for opposite sex and same sex couples.
You can download the full details of each Living Trust Estate Plan below in PDF format.
Living Trust Estate Plan for Single Person | $1,050.00
Unlike assets devised at death by means of a Will alone, assets correctly funded into a Living Trust during one's lifetime avoid probate and its attendant expense and delay. This is a flexible estate plan that can grow as your situation changes. For the divorced parent, it provides for the care and education of your child(ren). Includes two hours of attorney time/consultation, living trust, pour-over will, durable power of attorney, advance health care directive, and 1 deed of California real property to the trust (recording fees extra, extra in-state deeds @$275 + recording fees, extra out-of-state deeds @$375 + recording fees).
Q-Tip/Credit-Shelter Living Trust Estate Plan for Married Couples | $1,250.00
Provides all the benefits of the marital living trust estate plan outlined above, and saves up to $2,045,800 in federal estate taxes by use of Q-TIP/CREDIT SHELTER trust structure. Includes two hours of attorney time/consultation, living trust, 2 pour-over will, 2 durable powers of attorney, 2 advance health care directives, and 1 deed of California real property to the trust (recording fees extra, extra in-state deeds @$275 + recording fees, extra out-of-state deeds @$375 + recording fees).
Living Together Living Trust Estate Plan | $1,250.00
Provides for the probate-free passing and administration of the property of adults who are living together and wish to deal with their estates privately, while avoiding the expense and delay of probate. Includes two hours of attorney time/consultation, living trust, 2 pour-over will, 2 durable powers of attorney, 2 advance health care directives, and 1 deed of California real property to the trust (recording fees extra, extra in-state deeds @$275 + recording fees, extra out-of-state deeds @$375 + recording fees).