The Custom Will Plan is a complete estate plan customized to your comprehensive needs such as;
- proportional distribution of all assets to children, a list of people, a charity, or an existing trust
- the ability to leave specific assets to people before the remaining estate is distributed
- all distributions can be made using trust conditions; spousal trusts, pet trusts, special needs trusts, time-based beneficiary trusts, minor beneficiaries receiving an inheritance in trust until 18 years old or a custom age
- Executors, trustees, guardians, and agents detailed with a backup
- divorce protection for beneficiary's inheritance
- option for a no-contest clause
Upon answering the questions, the system produces the following documents that are ready to download and sign in minutes;
Custom Last Will & Testament
Tangible Personal Property Memorandum
General Durable Power of Attorney
Health Care Power of Attorney
Living Will
HIPAA Authorization
(Note: in some states, the Health Care Power of Attorney & Living Will are combined into an Advance Health Care Directive.)