The Legacy Trust Package
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The Legacy Trust Package
Protect your assets. Direct your legacy. Avoid probate.
Most families work a lifetime to build wealth—yet without the right plan, the court decides what happens next. Our Trust Blueprint Package keeps you in control with a Revocable Living Trust and the essential legal documents that ensure your wishes are honored privately, efficiently, and without burdening your loved ones.
What You Get
A complete estate-planning solution designed to work in real life:
Core Documents
● Revocable Living Trust (Individual or Joint)
● Pour-Over Will
● Durable Financial Power of Attorney
● Medical Power of Attorney + HIPAA Authorization
● Guardian Designations (if needed)
Asset Transfer & Protection Tools
● Trust Funding Instructions
● Beneficiary & POD Designation Support
● Transfer-on-Death Deed (where applicable)
● Written Distribution Plan
● Privacy & Incapacity Protection
● Asset Alignment Guidance
● Plus — Total Planning Organizational System—everything your family needs in one place when it matters most. (includes notary services)
(Documents prepared through our trusted legal platform with support from Legacy Path Solutions Specialists.)
Who This Is For
Perfect for individuals, couples, and families who want to:
✔ Avoid probate
✔ Keep things private and simple
✔ Protect children and heirs
✔ Ensure assets transfer smoothly
✔ Control their legacy with clarity
Peace of mind today. Protection for tomorrow.
Your legacy is too important to leave to chance.