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1
2
The
Her
itage
Adv
anta
ge
�P
repa
ring
Livi
ng T
rust
s N
atio
nally
Sin
ce 1
990
�Fr
ee L
ifetim
e C
hang
es�
Free
Life
time
Sup
port
�C
ompr
ehen
sive
Liv
ing
Tru
sts
�A
+ B
BB
Onl
ine
Rat
ing
3
Her
itage
Pre
pare
s T
he M
ost C
ompr
ehen
sive
T
rust
Ava
ilabl
e
�T
he H
eri
tag
e L
ivin
g T
rust
fo
r a
hu
sba
nd
an
d w
ife c
on
tain
s o
ver
19
0 p
ag
es
of
imp
ort
an
t d
ocu
men
ts�
Th
e H
eri
tag
e L
ivin
g T
rust
in
clu
des
deed
pre
pa
ratio
n
an
d li
fetim
e h
elp
an
d s
up
po
rt
for
the li
fe o
f th
e t
rust
�T
he H
eri
tag
e L
ivin
g T
rust
in
clu
des
free li
fetim
e c
ha
ng
es
4
Let U
s T
ake
You
Thr
ough
T
he H
erita
ge L
ivin
g T
rust
�E
very
He
rita
ge T
rust
co
mes
in a
bea
utif
ul z
ipp
er
bin
der
desi
gn
ed
to
ho
ld y
ou
r T
rust
a
nd
oth
er
imp
ort
an
t d
ocu
men
ts s
uch
as
you
r d
eed
s, in
sura
nce
po
licie
s,
an
d b
an
kin
g d
ocu
men
ts
5
Eve
ryth
ing
You
Nee
d Is
Pro
vide
d
�It a
lso
incl
ud
es
a s
eco
nd
co
py
of
all
Pow
er
of
Att
orn
eys
fo
r yo
ur
fam
ily s
o t
hey
will
ha
ve
tho
se d
ocu
men
ts e
asi
ly
ava
ilab
le in
an
em
erg
en
cy
�A
fre
e c
op
y o
f th
e L
ivin
g T
rust
C
om
pa
nio
n B
oo
k is
pro
vid
ed
to
an
swer
all
you
r q
uest
ion
s a
bo
ut
wo
rkin
g w
ith y
ou
r tr
ust
6
Fun
ding
You
r T
rust
Is V
ital
To
The
Inte
grity
Of Y
our
Livi
ng T
rust
�T
ran
sferr
ing
yo
ur
ass
ets
into
th
e L
ivin
g T
rust
is t
he m
ost
im
po
rta
nt
pa
rt o
f th
e p
roce
ss
an
d H
eri
tag
e g
oes
the
seco
nd
mile
to
ma
ke s
ure
th
e
fun
din
g p
roce
ss is
co
mp
lete
d
7
Our
Ass
et O
rgan
izer
Hel
ps Y
ou
Acc
ount
For
All
You
r A
sset
s
�A
ll o
f yo
ur
ass
ets
need
to
be
tra
nsf
err
ed
into
yo
ur
tru
st
an
d w
e p
rovi
de y
ou
with
an
ea
sy A
sset
Org
an
izer
to
acc
om
plis
h t
ha
t ta
sk in
a
coh
ere
nt
an
d
com
pre
hen
sive
wa
y
Her
itage
Liv
ing
Tru
stH
erita
ge L
ivin
g T
rust
Ass
et O
rgan
izer
Ass
et O
rgan
izer
Wor
kboo
kW
orkb
ook
8
Now
Let
’s R
evie
w
The
Doc
umen
ts In
Eve
ry
Her
itage
Liv
ing
Tru
st
�E
very
sect
ion
of
the t
rust
is
tab
bed
an
d c
olo
r co
ded
an
d
eve
ry p
ag
e t
ha
t re
qu
ires
a
sig
na
ture
is fl
ag
ged
so
all
you
h
ave
to
do
is f
lip to
th
at p
ag
e a
nd
si
gn
yo
ur
na
me. It c
ou
ldn
’t b
e
ea
sier
9
The
Firs
t Doc
umen
t Is
The
In
trod
ucto
ry L
ette
r W
ith
Spe
cial
Inst
ruct
ions
�T
his
do
cum
en
t lis
ts a
ll th
e
pa
rtie
s to
yo
ur
tru
st li
ke y
ou
r su
ccess
or
tru
stees,
b
en
efic
iari
es,
an
d
con
serv
ato
rs; a
nd
giv
es
speci
fic in
stru
ctio
ns
on
ho
w
to e
xecu
te y
ou
r tr
ust
10
The
Sec
ond
Doc
umen
t Is
The
Abs
trac
t Of T
rust
�T
his
is a
sh
ort
form
vers
ion
of
you
r a
ctu
al T
rust
Do
cum
en
t a
nd
th
e o
ne y
ou
pre
sen
t if
you
r b
an
k o
r a
ny
oth
er
au
tho
rity
a
sks
for
a c
op
y o
f yo
ur
Tru
st.
�T
he f
ull
vers
ion
of
you
r T
rust
D
ocu
men
t is
pri
vate
an
d s
ho
uld
n
eve
r b
e r
ele
ase
d t
o a
nyo
ne.
11
The
Thi
rd D
ocum
ent I
s T
he
Livi
ng T
rust
Doc
umen
t
�T
his
is th
e fu
ll ve
rsio
n o
f th
e L
ivin
g
Tru
st D
ocu
me
nt.
It d
eta
ils y
ou
r w
ishe
s, n
am
es y
our
be
nef
icia
ries
, a
nd
giv
es s
peci
fic in
stru
ctio
ns
to
you
r su
cces
sor
trus
tees
on
ho
w t
o
settle
you
r e
sta
te.
It is
the
co
ntr
olli
ng
d
ocu
me
nt o
f yo
ur L
ivin
g T
rust
. �
Yo
u m
ay a
me
nd y
our
wis
hes
in th
is
do
cum
ent
at a
ny
time
wh
ile y
ou
are
liv
ing
bu
t it
beco
mes
irre
voca
ble
at
you
r d
eat
h.
12
The
Fou
rth
Doc
umen
t In
You
r Li
ving
Tru
st Is
The
S
ched
ules
�T
his
is th
e d
ocu
me
nt
wh
ere
you
list
all
the
ass
ets
yo
u
wa
nt
in y
our
Tru
st.
A s
ort
of
inve
nto
ry o
f al
l yo
ur
ass
ets.
T
he
re a
re p
rovi
sio
ns
for
Re
al E
sta
te a
nd
Per
son
al
Pro
per
ty.
�T
his
do
cum
ent i
s a
vita
l and
im
po
rta
nt p
art
of f
und
ing
yo
ur
tru
st
13
The
Nex
t Doc
umen
t Is
The
Per
sona
l Pro
perty
Tra
nsfe
rs
and
Dis
posi
tion
of P
erso
nal
Effe
cts
�T
his
do
cum
ent i
s w
here
you
sp
ecify
sp
eci
fic b
eq
uest
s o
f yo
ur
per
sona
l p
rop
erty
to y
our
ch
ose
n
be
nef
icia
ries
. �
Ite
ms
such
as
jew
elry
, ke
eps
ake
s,
colle
cta
ble
s, c
ash
, fa
mily
h
eirlo
om
s, p
ets
, a
nd
oth
er
such
p
ers
on
al it
em
s.
�T
his
elim
inat
es f
am
ily s
quab
ble
s o
ver
wh
o g
ets
wh
at.
All
no
n-re
al
est
ate
ite
ms
fall
into
this
cat
eg
ory.
14
The
Nex
t Doc
umen
t Is
The
A
men
dmen
ts T
o T
he T
rust
�Y
our
trus
t is
cha
nge
abl
e a
t yo
ur
dis
cre
tion
a
nd
thi
s se
ctio
n a
llow
s yo
u to
ma
ke c
ha
nges
to
yo
ur
tru
st a
t an
y tim
e.
�Y
ou
ca
n c
ha
nge
the
su
cce
sso
r tr
uste
es
or
cha
ng
e th
e b
ene
ficia
ries
and
ho
w m
uch
of
you
r e
sta
te th
ey
will
re
ceiv
e.
�Y
ou
ca
n c
ha
nge
the
co
nditi
on
s or
sce
nar
ios
un
de
r w
hic
h th
ey
rece
ive
tho
se b
eq
ues
ts.
�H
erita
ge
will
als
o a
ssis
t you
with
the
se
cha
ng
es fr
ee
of
char
ge f
or th
e li
fe o
f yo
ur
trus
t.
15
The
Nex
t Tru
st D
ocum
ent I
s T
he A
sset
s D
urab
le P
ower
of
Atto
rney
�T
his
do
cum
en
t a
llow
s yo
u t
o n
am
e a
tr
ust
ed
pers
on
to
ha
nd
le y
ou
r b
usi
ness
aff
air
s fo
r yo
u w
hen
yo
u a
re
un
ab
le t
o d
o s
o f
or
you
rself.
�
Su
ch p
ow
ers
of
att
orn
ey
pre
ven
t a
co
urt
fro
m in
terv
en
ing
wh
en
yo
u a
re
inca
pa
cita
ted
an
d c
an
no
t act
on
yo
ur
ow
n b
eh
alf.
�
In m
ost
ca
ses
the s
po
use
ho
lds
this
p
ow
er
bu
t it
can
be a
nyo
ne y
ou
ch
oo
se.
16
The
Nex
t Doc
umen
t Is
The
Pou
r O
ver W
ill
�A
t yo
ur d
eat
h T
he P
ou
r O
ver
Will
d
ire
cts
all a
sset
s in
adv
ert
ently
left
o
uts
ide
the
Tru
st to
be
“p
oure
d o
ver”
into
the
Tru
st p
rio
r to
thei
r d
istr
ibut
ion
to y
ou
r h
eirs
on
ce th
ey
ha
ve c
lea
red
Pro
bate
.
�T
his
ass
ure
s th
at t
here
is o
nly
one
se
t o
f in
stru
ctio
ns
an
d o
ne c
han
ne
l of
dis
trib
utio
n fo
r yo
ur a
sse
ts.
17
Nex
t is
The
Liv
ing
Will
or
The
Dec
lara
tion
For
H
ealth
care
�T
his
do
cum
ent i
nst
ruct
s at
ten
din
g
ph
ysic
ians
re
ga
rdin
g yo
ur w
ishe
s a
t th
e e
nd o
f yo
ur li
fe if
yo
u a
re
irre
vers
ibly
ter
min
al o
r br
ain
d
ea
d.
�It
giv
es th
em
per
mis
sio
n to
w
ithdr
aw
art
ifici
al l
ife s
upp
ort
if
ther
e is
no
ho
pe
for
you
r re
cove
ry.
Se
vera
l op
tions
are
pro
vid
ed.
18
The
Dur
able
Pow
er O
f A
ttorn
ey F
or H
ealth
care
�T
he
Du
rab
le P
ow
er
of
Attor
ne
y fo
r H
ea
lth-c
are
allo
ws
you
to a
pp
oin
t a
p
ers
on
(s)
to m
ake
hea
lthca
re d
eci
sio
ns
for
you
whe
n y
ou a
re in
capa
cita
ted
an
d
un
ab
le t
o m
ake
thos
e d
eci
sio
ns
for
you
rsel
f.
�T
ha
t p
erso
n is
usu
ally
yo
ur s
po
use
bu
t if
you
r sp
ous
e is
no
t ava
ilab
le it
sh
ould
be
so
me
pe
rso
n y
ou
trus
t w
ith y
ou
r lif
e.
19
The
Nex
t Doc
umen
t Is
You
r B
uria
l Ins
truc
tions
�T
his
do
cum
en
t a
llow
s yo
u
to d
ete
rmin
e a
nd
reco
rd
you
r d
eci
sio
ns
reg
ard
ing
yo
ur
bu
ria
l. �
It g
ives
you
ma
ny
op
tion
s a
s to
meth
od
of
inte
rmen
t, lo
catio
n, cr
em
atio
n,
serv
ice a
rra
ng
em
en
ts, a
nd
p
art
icip
an
ts.
20
Inst
ruct
ions
Reg
ardi
ng
Don
atio
n O
f Ana
tom
ical
Gift
s
�T
his
do
cum
en
t a
llow
s yo
u t
o
giv
e p
erm
issi
on
an
d s
peci
fy
deta
ils r
eg
ard
ing
th
e d
ona
tion
of
vita
l org
an
s to
reci
pie
nts
, o
r yo
ur
en
tire b
od
y to
med
ica
l sc
ien
ce.
�T
his
is o
ptio
na
l an
d s
ho
uld
on
ly
be u
sed
if y
ou
wa
nt
to d
ona
te
you
r o
rga
ns.
21
Set
tlor
Tru
stee
Inst
ruct
ions
�In
thi
s se
ctio
n y
ou
r S
ucc
esso
r T
rust
ee
re
ceiv
es
inst
ruct
ions
on
ho
w t
o s
ettle
yo
ur
Tru
st.
All
sett
lem
ent
o
ptio
ns
are
co
vere
d.
�T
he
se in
stru
ctio
ns
guid
e
you
r S
ucc
ess
or T
rust
ee
th
rou
gh
the
set
tlem
ent
p
roce
ss a
ll th
e w
ay to
its
con
clu
sio
n.
22
The
Ess
entia
l Doc
umen
ts L
ocat
or
�T
his
sec
tion
of
your
trus
t pro
vide
s va
luab
le in
form
atio
n f
or y
our
succ
ess
or tr
uste
e s
uch
as
the
lo
catio
n o
f im
por
tant
doc
ume
nts
a
nd
ide
ntit
y o
f im
por
tant
peo
ple
lik
e y
our
pas
tor
or
acco
unta
nt.
T
his
is n
ot
a le
ga
l do
cum
ent
bu
t p
rovi
din
g t
his
info
rma
tion
for
you
r su
cce
ssor
trus
tee
ma
kes
thei
r jo
b
infin
itely
ea
sier
.
23
Last
Inst
ruct
ions
T
o Y
our
Fam
ily
�T
his
is n
ot
a le
ga
l d
ocu
men
t b
ut
it p
rovi
des
you
with
th
e o
pp
ort
uni
ty
to w
rite
a fi
na
l priv
ate
co
mm
un
ica
tion
to
yo
ur
fam
ily a
nd
ho
ld it
in
con
fiden
ce u
ntil
yo
ur
dea
th.
24
App
oint
men
t Of G
uard
ian
For
Min
or C
hild
ren
�If
you
ha
ve m
inor
ch
ildre
n th
is
do
cum
ent
allo
ws
you
to
ass
ign
a
leg
al g
uar
dia
n fo
r th
eir
care
in
you
r a
bse
nce
. �
If y
ou h
ave
ad
ult
dep
end
ent
or
me
nta
lly d
isa
ble
d c
hild
ren
yo
u w
ill
wa
nt
to u
se th
is d
ocu
me
nt t
o
pro
vid
e fo
r th
eir fu
ture
ca
re a
s w
ell.
�
In t
he la
tte
r ca
se a
Spe
cia
l Ne
eds
T
rust
ma
y be
adv
isa
ble
if th
ey
are
re
ceiv
ing
go
vern
me
nt
assi
sta
nce
.
25
App
oint
men
t Of C
onse
rvat
or
�T
his
ver
y im
po
rta
nt d
ocu
me
nt
allo
ws
you
to
ap
poi
nt t
he
per
son
s w
ho
will
ta
ke c
are
of
you
wh
en
yo
u a
re n
o
lon
ger
abl
e to
take
car
e o
f yo
urs
elf.
�It
can
be
yo
ur s
pou
se o
r o
ne o
f yo
ur
child
ren
but
ap
poi
ntin
g th
is p
ers
on
w
hile
yo
u a
re m
ent
ally
co
mp
ete
nt
avo
ids
taki
ng
the
mat
ter
to a
C
on
serv
ator
ship
Cou
rt a
nd
lettin
g a
ju
dg
e d
eci
de
the
ma
tte
r.
26
Sep
arat
e P
rope
rty
Agr
eem
ents
�T
he
se d
ocu
me
nts
ap
pear
on
ly in
the
sp
ous
al A
-B T
rust
. T
hey
allo
w y
ou
to
leg
ally
de
fine
sep
ara
te p
rop
erty
b
etw
een
sp
ous
es.
�T
his
is e
spe
cia
lly v
alu
ab
le in
co
mm
un
ity p
rop
erty
sta
tes.
�
Th
ese
do
cum
en
ts s
ho
uld
be
use
d
wh
ere
an
ind
ivid
ua
l sp
ous
e m
ay
ow
n p
rop
erty
prio
r to
the
ma
rria
ge
an
d w
an
ts to
hol
d o
wne
rsh
ip
sep
arat
e fr
om
thei
r sp
ous
e.
27
You
Hav
e Ju
st B
een
Thro
ugh
Eve
ry
Sec
tion
Of T
he M
ost C
ompr
ehen
sive
Li
ving
Tru
st A
vaila
ble
�T
he
He
rita
ge
Liv
ing
Tru
st is
the
su
m
of
ove
r 20
yea
rs o
f d
eve
lopm
en
t a
nd
is th
e m
ost c
om
pre
hen
sive
Liv
ing
T
rust
ava
ilab
le.
�W
e s
up
po
rt e
very
clie
nt w
ith f
ree
a
me
nd
me
nts
to th
eir tr
ust f
or
the
life
o
f th
e tr
ust
and
free
hel
p a
nd s
up
por
t th
rou
gh
our
toll
fre
e h
otli
ne.
�H
erita
ge
prid
es it
self
on
bei
ng
the
p
ree
min
ent l
ivin
g tr
ust
co
mp
an
y in
A
me
rica
with
a p
erf
ect
BB
B r
atin
g.
28
Now
It’s
Up
To Y
ou…
Th
e m
ost
lovi
ng t
hin
g y
ou
ca
n d
o f
or
you
r fa
mily
is c
rea
te a
Liv
ing
Tru
st fo
r th
eir p
rote
ctio
n.
Th
e m
ost d
an
ge
rou
s th
ing
you
ca
n d
o is
to
pro
cra
stin
ate
. T
he
re is
no
tim
e li
ke th
e p
rese
nt.
Tak
e
tha
t im
por
tant
ste
p…
talk
to y
ou
r tr
ust
re
pres
ent
ativ
e a
nd
arr
an
ge
to h
ave
yo
ur
livin
g tr
ust
do
ne to
da
y.
