Living Trust (almost 40 pages) - specifies managers and
beneficiaries after the death of each of you.
Will for each of you (10 pages each) - leaves everything to
the Trust, to take care of assets inadvertently left out of the
Trust, or those left out for strategic reasons.
Durable Power of Attorney for each of you (8 pages each) -
appoints someone (usually the spouse, then a trusted relative)
to act for financial matters, in the event that you are unable
to do so.
Health Care Powers of Attorney (California Medical Ass'n form
which we use for its instant acceptance by physicians, and an
attorney prepared form which is more detailed) appoints someone
(usually the spouse, then a trusted relative) to make health
care decisions in the event that you are unable to do so.
Community Property Agreement (if appropriate).
Deeds to transfer California real estate to Trust ownership.
Letters of instruction to bankers, stock brokers, IRA
custodians, pension plan administrators, life insurance