Will & Trusts

A Will and a Trust are two of the most important documents you will ever need, and part of what I call the "4 Must Have Docs."
Why? Because you MUST HAVE them people!

I’ve included resources here to help make sure you and your family are protected.

Related Resources

Advanced Directive and Durable Power Of Attorney For Health Care

National Hospice and Palliative Care Organization
Advanced Directive for Health Care
1620 Eye Street N.W. Suite 202
Washington, DC 20007
(202) 296-8071
(800) 989-9455 (WILL)

Download your state forms from this site:
www.caringinfo.org

Find Trust And Will Attorney

To find an attorney with experience in trusts and estates contact:

The American College of Trust and Estate Counsel
3415 South Sepulveda Blvd., Suite 460
Los Angeles, CA 90034
T: 202-684-8460
F: 202-684-8459
www.actec.org

Martindale-Hubbell Law Directory
www.martindale.com
www.lawyers.com
A nationwide listing of lawyers, at your local library or on the Internet at:

Janet L. Dobrovolny
www.janetdlaw.com

Books

Gifting to People You Love: The Complete Guide to Making Gifts, Bequests, and Investments for Children
by Adriane G. Berg
New York: Newmarket Press, 1996

Make Your Own Living Trust
by Denis Clifford
Berkeley, CA: Nolo Press, 1993

Simple Will Book: How to Prepare a Legally Valid Will
2nd ed.
Berkeley, CA: Nolo Press, 1995.
You can write or call Nolo Press at 930 Parker St., Berkeley, CA, 94710; (800) 992-6656. You can also access their website at www.nolo.com.

The American Way of Death Revisited
by Jessica Mitford
New York: Knopf, 1998

8 Ways to Avoid Probate
by Mary Randolph
Berkeley, CA: Nolo Press, 1998

Understanding Living Trusts
by Vickie and Jim Schumacher
Los Angeles: Schumacher & Company (1800 Century Park East, Suite 1250, Los Angeles, CA, 90067; (310) 859-0800),1990

Suze Orman's Protection Portfolio

Here’s what you get with the Protection Portfolio: Gold Edition

This state-of-the-art program gives you all the tools you need to protect your valuable documents, assets, and personal information. Suze walks you through each step of what you need to do in order to protect your loved ones and create essential must have documents.

Suze has created a comprehensive collection of tools that will help take the worry out of protecting you, your assets, and your family.

DURABLE WATER-RESISTANT GOLD CASE

The double-walled, water-resistant case is made out of ultra-strong, lightweight, scratch-resistant polycarbonate. The interior storage compartments are covered with a felt-like material to provide soft padding for your valuables.

INTEGRATED ORGANIZER

The Integrated Organizer takes the guesswork out of knowing where you’ve put your most important information. The storage system consists of pre-labeled, expandable files that include an easy-to-follow checklist for each of the 10 essential areas of your life.

WELCOME LETTER AND ACTIVATION CARD

Welcome Letter and Protect Your Tomorrows Today Activation Card. The activation card provides immediate access to the following online programs:

The Must Have Documents online program includes the 4 “must have” documents you need to completely protect you and your family, including:

Will
Revocable Trust
Financial Power of Attorney
Advanced Directive and Durable Power of Attorney for Healthcare

The Insurance Selector is a one-of-a-kind program that provides you and your family with an instant, online evaluation of your insurance needs. You get easy-to-understand, step-by-step advice to help you determine if you have the right coverage in place for all the important areas of your life, including:

Home Insurance
Auto Insurance
Life Insurance
Disability Insurance
Long-Term Care Insurance

The Protection Library contains 10 electronic books that correspond to the 10 file folders in the integrated File System Organizer. The electronic guidebooks’ content is updated as regulations and laws change, so you’ll always have the most current information. Each electronic book includes worksheets and checklists to ensure that you’re thoroughly prepared for the “what-ifs” of life. Over 460 pages of constantly updated information.
The Expense Tracker will create a detailed report of where you are spending money today. Once you’ve input all your data, you can start to see opportunities for nips, tucks, and maybe some very big cuts. When Suze walks through this exercise with people, it is amazing how they can often find $250 to $500 or more a month in spending cuts. That’s a lot of money to put toward repaying debts.
The Debt Eliminator will guide you to eliminate your credit card debt in an easy-to-use tool. Suze helps you identify which credit card you should pay off first, and how to quickly reduce and eliminate your credit card debt once and for all.
The Quick Glance Dos and Don’ts of Money will guide you to make any financial move easier with these dos and don’ts tips. From buying a house, car insurance, funding, retirement, paying down debt - these dos and don'ts are financial life savers.