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The Heritage Advantage

Preparing Living Trusts Nationally Since 1990
Free Lifetime Changes
Free Lifetime Support
Comprehe...
Heritage Prepares
           The Most Comprehensive
           Trust Available
The Heritage Living Trust for
a husband and...
Let Us Take You Through
The Heritage Living Trust

          Every Heritage Trust comes
          in a beautiful zipper bi...
Everything You Need
           Is Provided

It also includes a second copy
of all Power of Attorneys for
your family so th...
Funding Your Trust Is Vital
To The Integrity Of Your
Living Trust

          Transferring your assets into
          the L...
Our Asset Organizer Helps You
   Account For All Your Assets

Heritage Living Trust
                        All of your as...
Now Let’s Review
           The Documents In Every
           Heritage Living Trust
Every section of the trust is
tabbed a...
The First Document Is The
Introductory Letter With
Special Instructions
         This document lists all the
         part...
The Second Document Is
          The Abstract Of Trust

This is a short form version of
your actual Trust Document
and the...
The Third Document Is The
Living Trust Document

        This is the full version of the Living
        Trust Document. It...
The Fourth Document In
           Your Living Trust Is The
           Schedules

This is the document where
you list all t...
The Next Document Is The
Personal Property Transfers
and Disposition of Personal
Effects
         This document is where y...
The Next Document Is The
            Amendments To The Trust
Your trust is changeable at your discretion
and this section ...
The Next Trust Document Is
The Assets Durable Power of
Attorney
      This document allows you to name a
      trusted per...
The Next Document Is
               The Pour Over Will
At your death The Pour Over Will
directs all assets inadvertently l...
Next is The Living Will or
The Declaration For
Healthcare
        This document instructs attending
        physicians reg...
The Durable Power Of
              Attorney For Healthcare

The Durable Power of Attorney for
Health-care allows you to ap...
The Next Document Is Your
Burial Instructions
           This document allows you
           to determine and record
     ...
Instructions Regarding
          Donation Of Anatomical Gifts
This document allows you to
give permission and specify
deta...
Settlor Trustee Instructions

            In this section your
            Successor Trustee receives
            instruct...
The Essential Documents Locator

This section of your trust provides
valuable information for your
successor trustee such ...
Last Instructions
To Your Family

         This is not a legal
         document but it provides
         you with the opp...
Appointment Of Guardian
            For Minor Children
If you have minor children this
document allows you to assign a
leg...
Appointment Of Conservator

       This very important document allows
       you to appoint the persons who will
       t...
Separate Property Agreements

These documents appear only in the
spousal A-B Trust. They allow you
to legally define separ...
You Have Just Been Through Every
Section Of The Most Comprehensive
Living Trust Available

         The Heritage Living Tr...
Now It’s Up To You…


The most loving thing you can do for
your family is create a Living Trust for
their protection. The ...
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Heritage Presentation

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Summary of the benefits and information you will find in a Living Trust

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Heritage Presentation

  1. 1. 1
  2. 2. The Heritage Advantage Preparing Living Trusts Nationally Since 1990 Free Lifetime Changes Free Lifetime Support Comprehensive Living Trusts A+ BBB Online Rating 2
  3. 3. Heritage Prepares The Most Comprehensive Trust Available The Heritage Living Trust for a husband and wife contains over 190 pages of important documents The Heritage Living Trust includes deed preparation and lifetime help and support for the life of the trust The Heritage Living Trust includes free lifetime changes 3
  4. 4. Let Us Take You Through The Heritage Living Trust Every Heritage Trust comes in a beautiful zipper binder designed to hold your Trust and other important documents such as your deeds, insurance policies, and banking documents 4
  5. 5. Everything You Need Is Provided It also includes a second copy of all Power of Attorneys for your family so they will have those documents easily available in an emergency A free copy of the Living Trust Companion Book is provided to answer all your questions about working with your trust 5
  6. 6. Funding Your Trust Is Vital To The Integrity Of Your Living Trust Transferring your assets into the Living Trust is the most important part of the process and Heritage goes the second mile to make sure the funding process is completed 6
  7. 7. Our Asset Organizer Helps You Account For All Your Assets Heritage Living Trust All of your assets need to be Asset Organizer transferred into your trust Workbook and we provide you with an easy Asset Organizer to accomplish that task in a coherent and comprehensive way 7
  8. 8. Now Let’s Review The Documents In Every Heritage Living Trust Every section of the trust is tabbed and color coded and every page that requires a signature is flagged so all you have to do is flip to that page and sign your name. It couldn’t be easier 8
  9. 9. The First Document Is The Introductory Letter With Special Instructions This document lists all the parties to your trust like your successor trustees, beneficiaries, and conservators; and gives specific instructions on how to execute your trust 9
  10. 10. The Second Document Is The Abstract Of Trust This is a short form version of your actual Trust Document and the one you present if your bank or any other authority asks for a copy of your Trust. The full version of your Trust Document is private and should never be released to anyone. 10
  11. 11. The Third Document Is The Living Trust Document This is the full version of the Living Trust Document. It details your wishes, names your beneficiaries, and gives specific instructions to your successor trustees on how to settle your estate. It is the controlling document of your Living Trust. You may amend your wishes in this document at any time while you are living but it becomes irrevocable at your death. 11
  12. 12. The Fourth Document In Your Living Trust Is The Schedules This is the document where you list all the assets you want in your Trust. A sort of inventory of all your assets. There are provisions for Real Estate and Personal Property. This document is a vital and important part of funding your trust 12
  13. 13. The Next Document Is The Personal Property Transfers and Disposition of Personal Effects This document is where you specify specific bequests of your personal property to your chosen beneficiaries. Items such as jewelry, keepsakes, collectables, cash, family heirlooms, pets, and other such personal items. This eliminates family squabbles over who gets what. All non-real estate items fall into this category. 13
  14. 14. The Next Document Is The Amendments To The Trust Your trust is changeable at your discretion and this section allows you to make changes to your trust at any time. You can change the successor trustees or change the beneficiaries and how much of your estate they will receive. You can change the conditions or scenarios under which they receive those bequests. Heritage will also assist you with these changes free of charge for the life of your trust. 14
  15. 15. The Next Trust Document Is The Assets Durable Power of Attorney This document allows you to name a trusted person to handle your business affairs for you when you are unable to do so for yourself. Such powers of attorney prevent a court from intervening when you are incapacitated and cannot act on your own behalf. In most cases the spouse holds this power but it can be anyone you choose. 15
  16. 16. The Next Document Is The Pour Over Will At your death The Pour Over Will directs all assets inadvertently left outside the Trust to be “poured over” into the Trust prior to their distribution to your heirs once they have cleared Probate. This assures that there is only one set of instructions and one channel of distribution for your assets. 16
  17. 17. Next is The Living Will or The Declaration For Healthcare This document instructs attending physicians regarding your wishes at the end of your life if you are irreversibly terminal or brain dead. It gives them permission to withdraw artificial life support if there is no hope for your recovery. Several options are provided. 17
  18. 18. The Durable Power Of Attorney For Healthcare The Durable Power of Attorney for Health-care allows you to appoint a person(s) to make healthcare decisions for you when you are incapacitated and unable to make those decisions for yourself. That person is usually your spouse but if your spouse is not available it should be some person you trust with your life. 18
  19. 19. The Next Document Is Your Burial Instructions This document allows you to determine and record your decisions regarding your burial. It gives you many options as to method of interment, location, cremation, service arrangements, and participants. 19
  20. 20. Instructions Regarding Donation Of Anatomical Gifts This document allows you to give permission and specify details regarding the donation of vital organs to recipients, or your entire body to medical science. This is optional and should only be used if you want to donate your organs. 20
  21. 21. Settlor Trustee Instructions In this section your Successor Trustee receives instructions on how to settle your Trust. All settlement options are covered. These instructions guide your Successor Trustee through the settlement process all the way to its conclusion. 21
  22. 22. The Essential Documents Locator This section of your trust provides valuable information for your successor trustee such as the location of important documents and identity of important people like your pastor or accountant. This is not a legal document but providing this information for your successor trustee makes their job infinitely easier. 22
  23. 23. Last Instructions To Your Family This is not a legal document but it provides you with the opportunity to write a final private communication to your family and hold it in confidence until your death. 23
  24. 24. Appointment Of Guardian For Minor Children If you have minor children this document allows you to assign a legal guardian for their care in your absence. If you have adult dependent or mentally disabled children you will want to use this document to provide for their future care as well. In the latter case a Special Needs Trust may be advisable if they are receiving government assistance. 24
  25. 25. Appointment Of Conservator This very important document allows you to appoint the persons who will take care of you when you are no longer able to take care of yourself. It can be your spouse or one of your children but appointing this person while you are mentally competent avoids taking the matter to a Conservatorship Court and letting a judge decide the matter. 25
  26. 26. Separate Property Agreements These documents appear only in the spousal A-B Trust. They allow you to legally define separate property between spouses. This is especially valuable in community property states. These documents should be used where an individual spouse may own property prior to the marriage and wants to hold ownership separate from their spouse. 26
  27. 27. You Have Just Been Through Every Section Of The Most Comprehensive Living Trust Available The Heritage Living Trust is the sum of over 20 years of development and is the most comprehensive Living Trust available. We support every client with free amendments to their trust for the life of the trust and free help and support through our toll free hotline. Heritage prides itself on being the preeminent living trust company in America with a perfect BBB rating. 27
  28. 28. Now It’s Up To You… The most loving thing you can do for your family is create a Living Trust for their protection. The most dangerous thing you can do is to procrastinate. There is no time like the present. Take that important step…talk to your trust representative and arrange to have your living trust done today. 28

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