Establishment

Planning

Growth

Planning

Future Generations

 Legacy Planning

Foundational Protection for You

and Your Loved Ones

Comprehensive Estate Planning

for Growing Families

Comprehensive Estate Protection for Generations to Come

The Establishment Trust Plan provides a solid legal foundation for securing your assets and ensuring your wishes are carried out with clarity and efficiency. Designed for those seeking a straightforward yet comprehensive estate plan, this package simplifies asset management during your lifetime and facilitates a seamless transfer of wealth to your beneficiaries when the time comes.

This plan includes key estate planning documents, such as medical and financial powers of attorney, HIPAA authorizations, and a living will, ensuring that your healthcare and financial decisions are legally protected.

With the Essentials Plan, you can move forward with confidence knowing that your estate is structured to minimize complications and ease the administrative burden on your loved ones.

The Growth Trust Plan is designed specifically for families with minor children, providing a revocable trust-based estate plan that prioritizes the protection, financial security, and long-term well-being of your loved ones.

Expanding upon the benefits of the Establishment Trust Plan, this package includes short-term testamentary trusts within your revocable living trust to ensure responsible financial management for minor beneficiaries until they reach a designated age of maturity.

By structuring your children's inheritance wisely, this plan helps safeguard their future, preventing premature access to assets while ensuring they are cared for in accordance with your wishes. With the Growth Trust Plan, you gain the peace of mind that comes from knowing your estate will be managed with care, stability, and long-term security in mind.

The Future Generations Legacy Planning package is designed for individuals and families with moderate to high net worth who want to strategically protect their wealth and secure their family's financial future. This advanced estate planning solution goes beyond traditional wills and trusts by incorporating lifetime asset protection trusts, ensuring that your beneficiaries' inheritances remain safeguarded from lawsuits, creditors, divorce, and other financial risks.

Through a customized revocable living trust, this plan provides a comprehensive strategy for managing your estate during your lifetime while creating a structured, legally sound plan for distributing assets after your passing. With this approach, you can be confident that your legacy will be preserved exactly as you intend, while minimizing probate, legal disputes, and unnecessary financial burdens on your heirs.

What's Included:

What's Included:

What's Included:

✅Revocable Living Trust Agreement – Establishes clear instructions for managing and distributing your assets
✅ Pour-Over Will – Ensures that any assets not titled in your trust are properly transferred
✅ Guardian Appointment for Minor Children (if applicable) – Designates trusted caregivers
✅ Durable Power of Attorney – Authorizes a chosen representative to manage financial matters on your behalf
✅ Medical Power of Attorney – Empowers a trusted individual to make healthcare decisions if you're unable to do so
✅ HIPAA Authorization – Grants access to medical records for designated individuals
✅ Living Will – Documents your end-of-life care preferences
✅ Real Estate Deed Transfer to Trust – Transfers ownership of one property to your trust
✅ Assignment of Personal Property to Trust – Ensures proper inclusion of personal assets
✅ Certification of Trust – Provides a streamlined way to prove trust ownership without disclosing full details
✅ Funding Memorandum – Outlines steps to properly fund your trust
✅ Detailed Signing Instructions – Ensures compliance with state law when executing your documents
✅ Personal Information Inventory Workbook – Helps organize essential details for your estate plan
✅ Trustee Handbook – A guide to assist your successor trustee in managing your trust effectively
✅ Periodic Peace of Mind Review – Scheduled check-ins to ensure your plan remains up to date

✅ Revocable Living Trust Agreement – Provides structured management and distribution of your assets
✅ Pour-Over Will – Ensures all remaining assets outside the trust are properly transferred
✅ Guardian Appointment for Minor Children – Legally designates a trusted guardian for your children
✅ Short-Term Testamentary Trusts – Protects and manages a minor's inheritance until they reach maturity
✅ Durable Power of Attorney – Authorizes a designated individual to handle financial matters on your behalf
✅ Medical Power of Attorney – Grants decision-making authority over healthcare if you become incapacitated
✅ HIPAA Authorization – Allows access to medical records for designated individuals
✅ Living Will – Establishes your end-of-life care preferences
✅ Real Estate Deed Transfer to Trust – Transfers one property into your trust
✅ Assignment of Personal Property to Trust – Ensures proper inclusion of personal assets
✅ Certification of Trust – Provides proof of trust ownership without disclosing full details
✅ Funding Memorandum – Guides you in properly funding your trust
✅ Detailed Signing Instructions – Ensures legal compliance when executing your documents
✅ Personal Information Inventory Workbook – Organizes key details for your estate plan
✅ Trustee Handbook – A resource to assist your successor trustee in managing the trust
✅ Periodic Peace of Mind Review – Regular check-ins to keep your estate plan current

✅ Revocable Living Trust Agreement – Ensures seamless asset management and distribution
✅ Pour-Over Will – Captures any assets not titled in your trust and directs them appropriately
✅ Lifetime Asset Protection Trusts for Beneficiaries – Shields inheritances from legal and financial risks
✅ Guardian Appointment for Minor Children – Designates trusted caregivers
✅ Durable Power of Attorney – Grants financial decision-making authority if needed
✅ Medical Power of Attorney – Authorizes a representative to make healthcare choices on your behalf
✅ HIPAA Authorization – Allows designated individuals access to necessary medical records
✅ Living Will – Documents your end-of-life care preferences
✅ Real Estate Deed Transfer to Trust – Transfers ownership of one property into your trust
✅ Assignment of Personal Property to Trust – Ensures smooth inclusion of assets into your estate plan
✅ Certification of Trust – Provides an official summary of trust terms for verification purposes
✅ Funding Memorandum – Guides you through properly funding your trust
✅ Detailed Signing Instructions – Ensures compliance with state laws when executing documents
✅ Personal Information Inventory Workbook – Organizes essential financial and estate details
✅ Trustee Handbook – Helps your successor trustee understand their responsibilities
✅ Periodic Peace of Mind Review – Scheduled check-ins to keep your plan current and effective

Take the Next Step

Secure Your Family's Future

Protect Your Family Wealth

Secure your legacy with a well-structured estate plan. Request a consultation today with the Law Office of Sheila D. Brown to discuss how the Essentials Trust Plan can provide the protection and peace of mind your family deserves.

Take proactive steps to protect your children and ensure their financial well-being. Request a consultation today with the Law Office of Sheila D. Brown and start building a legacy of security and stability for your loved ones.

Ensure that your assets remain secure and your loved ones are provided for—on your terms. Request a consultation today with the Law Office of Sheila D. Brown to begin crafting an estate plan that protects your family for generations to come.