1. Living Trust:
Declaration of Trust naming the creator(s), Trustee(s), their powers, the beneficiaries, and the distribution plan.

2. Pour Over Will:
Transfers any assets inadvertently left out of your Trust into your Trust. Also allows you to nominate a Guardian to care for your minor children.

3. Durable Power of Attorney For Property Management:
Gives your agent the power to sign your name for asset management while you are living, even if you are incapacitated or incompetent.

4. Durable Power of Attorney for Health Care and Advance Health Care Directive:
Gives your agent the power to make health care decisions for you if you become incompetent or incapacitated. The Advance Health Care Directive, formerly known as a Living Will, authorizes your agent to discontinue life support under certain circumstances designated by you.

5. Asset Transfer Documents:
For transferring title of your assets into your trust. Includes:

- Certification of Trust (for personal property transfers)
- Trust Transfer Deed (for real property transfers)
- Assignment documents (for all other asset transfers)

6. Customer Service:
Includes a minimum of two meetings with paralegal, attorney advice, document review and certification. Amendments and other ongoing customer service is provided for a reasonable fee. Full disclosure of fees and services is provided with the completed estate plan.

• What is estate planning?
  It is planning for the conservation, management and transfer of one!&s assets in the event of incompetency or death. To ensure accuracy, the process should involve the counsel of an attorney and a tax advisor.
   
• Why is it important?
  Without a written estate plan, your hard-earned assets may become subjected to a costly court process, causing your family unnecessary stress.
   

Access Estate Planning Group
2351 Sunset Blvd., #170-232
Rocklin, CA 95765
 

Tel: (916) 300-3588
Fax: (916) 624-3520
Email: accessepg@yahoo.com
 

Anne C. Cotton, Paralegal.
Working in law firms for over 25 years has given Ms. Cotton firsthand experience in estate planning and post-death estate administration. Her vision is for many people to experience peace of mind by receiving convenient, affordable estate planning and excellent customer service. Ms. Cotton is an active member of the Chamber of Commerce.