Complete Estate Planning Packages
Take Control Trust

No property needed / Fund with a bank account that you open in the name of your trust.
Funding a Trust with a bank account is an excellent way to begin securing your wealth. Start the right way with our Take Control Trust Package
- Living Trust (including restatements)
- Pour-Over Wills
- Declaration of Trust
- Certificate of Trust
- Voluntary Advance Directive
Assignment of PERSONAL PROPERTY
Instructions for the Distribution of Tangible PERSONAL PROPERTY
HIPAA compliant Health Care Directives with Living Will
General powers of attorney
Minor’s Health Care Power
Stand-alone HIPAA Waivers
Final Disposition (Burial) Instructions
The Take Control Trust package is a comprehensive document package that includes all the necessary legal documents to establish a trust and begin your legacy. Our team of experts is dedicated to providing you with a high-quality service at a fair price. We're eager to help you begin your wealth building journey!
Privacy Trust

ONE DEEDED PROPERTY INCLUDED $150.00 per additional deeded property
The Privacy Trust package is designed for homeowners. It delivers enhanced privacy for clients that want to own their property discreetly. The Privacy Trust package is essential for smooth wealth transfer planning.
- Living Trust (including restatements)
- Pour-Over Wills
- Certificate of Trust
- Declaration of Trust
- Assignment of PERSONAL PROPERTY
Instructions for the Distribution of Tangible PERSONAL PROPERTY
Voluntary Advance Directive
Minor’s Power of Attorney
Minor's Health Care Power
General powers of attorney
HIPAA compliant Health Care Directives with Living Will
Stand-alone HIPAA Waivers
Final Disposition (Burial) Instructions
Transfer Documents
State specific Deeds for REAL PROPERTY
Letters of Instruction for re-titling to banks, transfer agents, brokerage firms, mutual funds, etc.
Assignments of Deeds of Trust, limited and general partnership interests, business interests, etc.
Requests for change of beneficiary designations for life insurance, retirement benefits, etc.
Affidavits of death
The Privacy Trust package delivers all the legal documents included in the Take Control Trust package but adds a lot more to it. It includes documentation for one deeded property and additional deeded property documents can be added to the package for a small fee. The transfer documents included in the package are essential for wealth transfer planning. This mechanism can be quite complex; this package makes the process easier by providing you with all the necessary legal documents you will need to establish such a trust and protect your property and wealth. These documents are critical for anyone focusing on estate planning.
Revised Trust
$150.00
only available to existing Control Trust LLC clients
Need to make a revision in your documentation? No need to worry- we have the documentation and guidance you will need with our Revised Trust package.
- Update/add/delete property (add $100.00 per deeded property if Transfer Documents must be prepared)
- Change beneficiary/ies
- Change distribution
- Change Trustee/Successor Trustee