What are the documents Included in the Estate Planning Packet ?

Estate planning is making a plan in advance and naming whom you want to receive the things you own after you. You can also appoint a Guardian for your minor Kids in Estate Planning as well. There are no such documents titled Estate Planning in the estate planning process. It is achieved by different type of documents. In most cases, estate planning includes the following documents.

Here is the list of Documents Included in the Estate Planning Packet.

  1. Declaration of Trust
  2. Certificate of Trust
  3. Schedule of Assets
  4. Grant Deed – if required
  5. Financial Power of Attorney for each person
  6. Living Will ( Health Care Directives)
  7. Pour-Over Will
  8. HIPPA Release
  9. Funding Instructions
  10. Grant Deed

Call us if you still have questions or doubts about the Estate Planning, e.g., how to choose the Guardian, who can be the Guardian, can the trustee and guardian be the same person or any other question concerning the Estate Planning.

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Estate Planning Check-up for Amendment is required to determine whether you need to amend your Estate Planning documents or not.


  • Were your Health Care Directives executed before 2003?
  • Has the total value of your assets changed over time?
  • Is there any change in your Marital Status?
  • Have you bought or sold the real property?
  • Do you have provisions for payment of Taxes in your Trust?
  • Have you moved between states?


If you have answered “Yes” to any of the questions above, you DO need to Amend your Estate Planning.


How to Revise Estate Planning in California?


The amendment of Living Trust is subjected to the terms and conditions mentioned in the original trust. Most of the living trust is revocable and open for amendment.
The amendment of Living Trust is almost like making a new trust.

The first step to do Estate planning is Planning the life Goals. Our Experience Attorney will help to explain the meaning and effect of various legal jargons.

The second step is the preparation of required legal documents to implement that planning.  The most common set of paper to implement Estate Planning involves the following documents :
  1. Living Trust – Revocable
  2. Financial Power of Attorneys
  3. Durable Power of Attorneys
  4. Will / Pour-Over Will
  5. Health Care Directives

The final step is the execution of those documents. The execution of documents give the legal effect to a particular document. It involves the signature and Notarization of documents. In few cases the recording of the document is also required for proper execution.

Estate Planning Check-up is required to determine whether you need Estate Planning or Not. Do you have a will? If the gross value of your assets ( including your house, jewellery, Car, the value of your business ) is over $150,000.00, do you have a living trust? Have you appointed a legal guardian for your…

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