Intake Packets & Part 1 Videos For Completing A Living Trust

Step 1: Download The Packet First (then watch the Videos)

The initial step (before watching the videos) is to first download and print out the appropriate packet (below). Then you can use the Part 1 videos in this section to help you better understand and complete the “Trust Packet”.  Each video averages just 3 minutes,  dividing the process into short, easily digestible segments. It’s best to watch them in their numbered order, completing the corresponding part of the packet before moving on to the next video. It is also best to watch these Part 1 videos first before watching the Part 2 videos that detail and explain each of your trust documents. Again, before watching the videos be sure to first download and print the appropriate “packet” (see below).

Married In-Office Packet  Single In-Office Packet  Married Trust-by-Mail Packet  Single Trust-by-Mail Packet

Step 2: Watch the Videos to Guide You Through The Packet

(A) Married Conflict Agreement & Community Property Worksheet Explained (5min 40sec)

Click Here To Play Video On The Conflict Agreement & Community Property Worksheet

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(A) Married Conflict Agreement and Community Property Worksheet Explained: For married couples we start the living trust process discussing one of the most important and generous tax benefits available to those residing in community property states such as California. We call it the community property tax benefit and it often proves to be the single most valuable part of a comprehensive living trust process – so valuable that it has allowed countless surviving spouses to legally shelter hundreds of thousands, even millions of dollars from income taxation. Watch the video and learn more(or you can read about it instead by clicking here.)

Watch the video by clicking on the picture and learn more.

(B) Married Trust Worksheet Explained (2min 52sec)

Who Do You Want In Control

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(B) Married Trust Worksheet Explained (2min 52sec) This video discusses the new (2011) law of Portability, a welcome reform which now allows spouses to safely leave their estates outright to each other while still allowing the survivor to make use of the deceased spouse’s exemption to pass a potential total of $10+ million tax free. Portability essentially outdates the tax-need for complicated and restrictive AB sub-trusts. Watch the video and learn more(or you can read about it instead of watching the video by clicking here.)

Watch the video by clicking on the picture and learn more.

(1) Real Estate Worksheet Explained (2min 15sec)

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(1) Real Estate Worksheet Explained (2min 15sec) This video discusses the purpose of the real estate worksheet, which is to provide a current picture of your real estate holdings. For many this is simply your home; for others, you may own multiple properties. Whichever the case may be, if you want your trust to pass your real estate, it is vitally important that you record properly executed deeds transferring each property into the name of your trust. Watch the video and learn more.

Watch the video by clicking on the picture and learn more.

(2m) Completing The MARRIED Questionnaire (6min 10sec)

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(2m) Completing The MARRIED Questionnaire (6min 10sec) This video guides you through the MARRIED trust questionnaire [singles see (2S) below] where you provide us your names, childrens’ names, contact information, successor trustee names, and other information. We also confirm your intent on a few matters. To play the correct questionnaire video please click the appropriate selection depending if you are completing an in-office trust or a trust-by-mail. Watch the video and learn more.

Watch the applicable questionnaire video. 

(2s) Completing The SINGLE Questionnaire (5min 30sec)

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(2s) Completing The SINGLE Questionnaire (5min 30sec) This video guides you through the SINGLE trust questionnaire [marrieds see (2M) above] where you provide us your names, childrens’ names, contact information, successor trustee names, and other information. We also confirm your intent on a few matters. To play the correct questionnaire video please click the appropriate selection depending if you are completing an in-office trust or a trust-by-mail. Watch the video and learn more.

Watch the applicable questionnaire video. 

(3) Completing The Client Checklist  (4min 58sec)

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(3) Completing The Client Checklist (4min 58sec) This video provides an overview of the client checklist that confirms your understanding of important rules and disclosures related to your living trust. All clients must initial and sign acknowledging their understanding of these issues (such as the importance of titling your assets in the name of your trust, seeking legal advice at death, etc.).  Watch the video and learn more(or you can read about it instead of watching the video by clicking here.)

Watch the video by clicking on the picture and learn more.

(4) The Vital Importance of Titling Your Assets In The Name of Your Living Trust  (4min 05sec)

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(4) The Vital Importance of Titling Your Assets In The Name of Your Living Trust (4min 05sec) In this presentation, we provide an overview of titling your assets in the name of your trust. This is a very important topic, because if you want your trust to pass your assets, then you must title them in the name of your trust. Always remember and follow that simple rule because it is key to your trusts’ functionality and avoiding probate. Titling your assets in your trust is not difficult and on average it takes about 20 minutes per asset or account. Watch the video and learn more(You can read more about this as well as access, download and print the handout: “The Importance of Titling Your Assets In The Name of Your Trust” by clicking here.)

Watch the video by clicking on the picture and learn more.

(5) Beneficiary Designation Strategies For Life Insurance & Retirement Plan Accounts  (3min 28sec)

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(5) Beneficiary Designation Strategies For Life Insurance & Retirement Plan Accounts (3min 28sec) This presentation discusses strategies for handling Life Insurance and Qualified Retirement Plans (which you do not title in your trust). Fortunately, these assets can pass very easily without probate. All you need to do is designate whom you want the funds paid to in the event of your death. This is usually done on a beneficiary designation form where you generally name a primary beneficiary and a secondary, contingent, backup beneficiary. Watch the video and learn more. (or you can read about it instead of watching the video by clicking here.)

Watch the video by clicking on the picture and learn more.

  Access Our Part 2 Videos by Clicking Here