What Documents Do I Need in Addition to My Living Trust?

Your Legal Concierge, Warner Lewis, takes us through the full complement of documents that, in addition to your Living Trust, will help to ensure the proper management of your personal and financial affairs, avoid probate and protect your assets for future generations.

In this video podcast you can find answers to the following questions and more:

19:13 – What should you NOT put in a Living trust?

20:58 – How much does a living trust cost?

21:58 – What are the disadvantages of a living trust?

28:45 – Can I amend my living trust without an attorney?

37:01 – Does durable power of attorney cover medical and financial?

45:46 – Are powers of attorney valid in other states?

46:53 – Can you have both a will and a living trust?

If you are interested in jumping to a specific segment, click on the timestamp below for the segment.

3:40 – What Documents Do I Need in Addition to My Living Trust?

3:53 – The Living Trust

7:56 – Funding Your Trust

16:21 – Certificate of Trust

24:00 – Last Will and Testament

30:09 – Financial POAs

37:24 – Medical POAs

41:57 – Living Will

48:14 – Oral Feedings and Fluids

52:28 – Getting Started

The information provided in this podcast is for educational purposes only and is not a substitute for legal, financial, or medical advice of any kind. Warner Lewis is a trusted, reliable resource to help you find the answers you need when you’re not sure who to turn to if you have a legal question or need a lawyer.

Schedule your FREE Consultation today! Call, Toll-Free: 877-438-7878, or schedule an appointment at: www.calendly.com/warner-1

Watch for our next Legal Concierge live podcast next week. You can call or write in with your legal questions.

We’ll explore your potential options and introduce you to the most qualified attorney for your matter, if appropriate. Learn more on our website https://legal-concierge.net/

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⭐️⭐️⭐️⭐️⭐️ It was such a great experience. We received excellent service. The office and especially Warner went above and beyond to accommodate our needs. He is very knowledgeable and took extra time and effort to explain every little detail. Very satisfied with the service. – Suzanna R. Phoenix, AZ