Paralegal Service. To use our Independent Paralegal Service to have a paralegal complete all the documents necessary for your Revocable Living Trust, please see: Revocable Living Trust - Paralegal Service.

The Alpha A-B Living Trust Kit

Author: Kermit Burton
Publisher: Alpha Publications
Edition: 13th
List Price: $36.95
Our Price: $34.65
All forms are state specific: View States

Availability for the following states:

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Description

The Alpha A-B Living Trust Kit, 2024, 13th Edition Paperback…...……A complete Self-Help Legal Kit

The complete do-it-yourself A-B Living Trust Kit with an easy-to-prepare Declaration of Trust for a husband and wife that provide the means for taking advantage of the maximum Federal Estate Tax Exemption (now $12,920,000), plus it includes a Q-Tip Provisional Trust that postpones any Federal Estate Taxes that might be due on non-exempt property. Also included is a detailed Instruction Guide with completed examples of all Forms.

This Alpha A-B Living Trust Kit includes professionally pre-drafted, easily prepared Real Estate Deeds for all 50 States and other property (asset) transfer documents for the transfer into the Trust the following types of property, property interest, and property rights:

Financial Accounts (Bank or Brokerage)
Securities or Securities Accounts
Chattel Property (Movable property)
Business Interest (Partnership, L.L.C. or Sole Proprietorship)
Secured Real Estate Interest (Deed of Trust or Real Estate Mortgage)
Personal Property Contract (Royalty Contract)
Mineral Rights (Oil, gas, water, etc.)
Vendor’s Interest (Real Estate Purchase Contract)

Other Important and Optional Forms include:

Notice of Trust (required in some States)
Pour-Over Last Will & Testament (for property not in the Trust and individual bequest)
Disclaimer by Spouse
Amendment, Enlarging the Powers of Trustee
Amendment, Limiting Distribution of Assets To a Beneficiary
Amendment, Adding New Trust C Beneficiary
Contingent Beneficiary Designation (Life insurance or Annuity Contract)
Affidavit of Successor Trustee’s Authority to Administer Trust (Trustors Disabled)
Medical Certification (verifying Trustor’s Disability)
Affidavit Terminating Successor Trustee’s Authority (when Trustors recover)
Affidavit and Notice Implementing A-B Trust Provisions with Trust Property Schedules
Trust Activity Recording Log.

The Instruction Guide outlines and explains in detail all of the following subject matter:

The Fundamental Elements of a Trust;
The Fundamental Terms of a Trust;
Fee Simple title or Real Estate Interest;
The 9 States with Community Property Laws;
The 12 States with Curtesy Laws;
The 17 States with Dower Laws;
Real Property Rights;
The Uniform Probate Code;
IRAs and 401Ks;
Due on Sale Clauses;
Federal and State Estate Taxes; and
An Alien Spouse.

View Sample Estate Planning Forms
Specifically Designed For Your State
By Do It Yourself Documents

Last Will & Testament

Healthcare Power of Attorney

Healthcare Directive (Living Will)

Durable Power of Attorney for Finance

View a Revocable Living Trust

100% GUARANTEE

PRIVACY POLICY GUARANTEE. Your privacy is our top priority. We understand that our questionnaires collect sensitive information, so we assure you that we will take all necessary measures to protect this information. We only ask for essential information required for the completion of our service(s). All information is treated as confidential and will never be shared with any third party.

OUR SERVICE GUARANTEE. We assure you that as a customer of Do It Yourself Documents, you will receive the most cost-effective paralegal services, delivered in a timely manner. All services purchased by download or by mail will be completed and available for you to review within one business day, usually the same day. We promise to communicate with you and update any changes required by you prior to shipping or emailing you your final documents.

OUR DOWNLOAD GUARANTEE. We assure you that the estate planning documents specific to your state, which you purchase by download, will be the most up-to-date. These documents will be directly emailed to you, and you can complete and reuse them as many times as needed.

OUR (DO IT YOURSELF DOCUMENTS) FORMS AND KITS GUARANTEE When you purchase downloadable documents, such as kits, they are available on our secure server. Upon purchase, you will receive an email with a link to create an account, giving you lifetime access. These documents are regularly updated, and you can download the most current forms as many times as you need. There are no recurring fees. If you feel overwhelmed, you have the option to upgrade to our full service. In this case, you would pay the service price minus the cost of the kit you purchased, plus any coupon discount available at that time.

OUR THIRD VENDOR KITS & BOOKS GUARANTEE. Please make a note of the following information: We guarantee that the books and kits sold by mail will always be the newest version available. If your order has a new version coming soon, we will notify you and give you the option to wait for the newest version. We take every order responsibly and aim to ensure that you, our customer, receive the newest and best choices.

The Alpha A-B Living Trust Kit
By Mail
Our Price: $34.65

Google Review

Do It Yourself Documents LLC BBB Business Review

The Alpha A-B Living Trust Kit

Availability for the following states:

Description

The Alpha A-B Living Trust Kit, 2024, 13th Edition Paperback…...……A complete Self-Help Legal Kit

View Sample Estate Planning FormsSpecifically Designed For Your State By Do It Yourself Documents

Sample of a Last Will & Testament sold by Do It Yourself Documents

Sample of a Healthcare POA sold by Do It Yourself Documents

Sample of a Living Will sold by Do It Yourself Documents

Sample of a Durable Power of Attorney for Finance sold by Do It Yourself Documents

Sample of a Revocable Living Trust, by Do It Yourself Documents

Do It Yourself Documents Guarantees

View Sample Estate Planning Forms
Specifically Designed For Your State
By Do It Yourself Documents