DocuBank® is a document storage service that provides immediate access to healthcare directives and emergency medical information wherever you are at the time a medical emergency happens. 75% of people who execute a medical power of attorney, HIPAA authorization and a directive to physician do not have those documents when they need them. With Docubank you are issued an identification card that you carry in your wallet and if a medical emergency arises the doctor or hospital can call the number on the card and obtain your directive to physician (living will) and the other important medical documents you have executed. You don’t have to worry about carrying those documents with you. (See www.docubank.com for more information). I charge an additional $450.00 for preparing the following estate package for a single person and $750.00 for a couple for these additional important documents and a five year subscription to DocuBank®.
If a revocable living trust is used as a part of an estate plan, the key to probate avoidance is ensuring that the living trust is "funded" during the lifetime of the person establishing the trust. After executing a trust agreement, the settlor should ensure that all assets are properly re-registered in the name of the living trust. If assets (especially higher value assets and real estate) remain outside of a trust, then a probate proceeding may be necessary to transfer the asset to the trust upon the death of the testator.
