DOCUMENTS INCLUDED IN THE VEPS ESTATE PLANNING PACKAGE:

Either a "stand-alone" Will or a Revocable Living Trust; for a married couple, the software automatically determines the correct type of trust -- whether a "simple trust", a "disclaimer trust", an "A/B trust" or a "QTIP trust"(including the "QDOT" provisions if needed for a non-citizen spouse and with state death tax provisions (if the clients' state has "decoupled")

"Pour-Over" Will (if a RLT Package)

Certification of Trust (if a RLT Package)

Declaration of Trust (if a RLT Package)

Assignment of Personal Property (if a RLT Package)

General Durable Power of Attorney

Health Care Powers (including "Living Will") which are HIPAA compliant

Burial Instructions

Distribution of Personal Property Instruction Form

Deed for Residence (if needed and if a RLT Package)

Deeds for other Real Property (if needed and if a RLT Package)

Deeds for Mineral/Oil & Gas Interests (if needed and if a RLT Package)

Letter of Instructions for Bank Accounts (if needed and if a RLT Package)

Letters of Instruction for Brokers, Mutual Funds and Direct Registration Accounts (if needed and if a RLT Package)

Stock Powers and transmittal letters for stock certificates held by client (if needed and if a RLT Package)

Letters of Instruction for change of beneficiary for Life Insurance, IRA's and Annuities (if needed and if a RLT Package)

Assignments for Business Interests, General and Limited Partnerships, LLC's, Notes and Deeds of Trusts, etc. (again, if needed and if a RLT Package)

Affidavit of Death of Joint Tenant (if property is still held in Joint Tenancy with a deceased spouse and if a RLT Package)

Paragraph by Paragraph Explanation of the Will/Trust Provisions

Signing Instructions

Funding Instructions (for after-acquired assets if a RLT Package)