Estate Planning Documents Review
Trust Plan
Please watch the following videoĀ BEFOREĀ your scheduled plan docs review session.
It will take less than 22 minutes.
(If you want to watch again or review a particular area, the time stamps for the video are at the bottom of the page.)
When you have completed the video, pleaseĀ complete the form below.
Confirmation of Completion
Please complete this form when you have watched the video. This tells us that you've received the instruction and review that are important BEFORE you sign your planning documents.
Please enter the email address on file with Plan Smart Law Group (i.e., to which the link for this video was sent).
(If married and you and your spouse watched the video together, just use one name and email address.)
Time Stamps for the video:
- 0:00 Introduction
- 1:10 Plan Diagram
- 1:36 Summary documents:
- 1:36 Summary of plan provisions
- 2:14 Summary of Fiduciaries
- 3:28 Summary of Client Information
- 3:51 Living Trust documents (Living Trust, Declaration of Trust)
- 5:11 Certification of Trust
- 7:01 Pour-Over Will (Last Will & Testament)
- 8:01 Durable Power of Attorney (money & property)
- 9:39 Healthcare documents:
- 10:00 Healthcare Power of Attorney
- 10:08 HIPAA Waiver
- 10:25 Advance Healthcare Directive
- 13:08 Advance Dementia Directive
- 13:45 Final Disposition & Authorization
- 14:44 Property documents:
- 14:44 Instructions for the Distribution of Personal Property
- 15:52 Marital Property Agreement
- 16:29 Assignment of Personal Property
- 16:49 Kids Protection Plan documents:
- 17:12 Nomination of Permanent Guardian, Nomination of Temporary Guardian (First-Responder)
- 18:16 Power of Attorney for a Minor
- 18:25 Designation of HealthcareĀ Representative for a Minor
- 18:47 Administrative Documents (Introductory Letter, Waiver of Conflict of Interest, Notice & Acknowledgment re: Funding)
- 20:23 Conclusion & Wrap Up & What to Expect Moving Forward
