LOVELY ENTERPRISES & CONSULTING / UI DESIGNS
ESTATE PLANNING
Last Will & Testament
Ensure that your assets are distributed to your loved ones without delay or complications after your death, and name guardians for your minor or disabled children, pets, or other dependents.
DOCUMENT INCLUDES:
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Free Initial Consultation
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Free Notarization
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Testator Information
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Declaration: Statement
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Names Beneficiaries
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Named Executor
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Disposition of Assets
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Residuary Clause
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Guardianship Provisions
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Debt Management Instructions
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Signatures and Witness Attestation
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Funeral Arrangements
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Free Notary Public (If Required)
BOOK CONSULT
Your Cost: $250
Printing Fee: 1.50/p
Codicil
A Codicil modifies, removes, or adds clauses to an existing Last Will and Testament. This document is like a legal "P.S." that attaches to your will. It allows you to keep your estate plans current while maintaining the original structure of the will.
DOCUMENT INCLUDES:
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Updated beneficiary information
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Change of executor (if applicable)
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Modification of specific bequests
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Clarification or corrected mistakes
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Update the will after getting married or divorced
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Free Notarization
BOOK CONSULT
Your Cost: $250
Printing Fee: $1.50/p
Gift Deed
A legal document that allows you to give away certain items that have sentimental or monetary value to other individuals without compensation.
DOCUMENT INCLUDES:
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Donor Information
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Donee Information
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Property (gift) Description
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Declaration of Intent
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Acceptance by the Donee
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Relationship between Donor and Donee
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Signatures
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Witness Details
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Date and Location of Execution
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Date on which Donee takes possession
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Colorado County Recorder Filing
BOOK CONSULT
Your Cost: $250
Printing Fee: $1.50/p
Clerk Recorde Fee: $13+
Pour Over Will
A Pour-Over Will is used if you have a Living Trust. Upon your death, a Pour-Over Will transfers any missed property to your Living Trust so that the property is distributed as specified in your Living Trust.
DOCUMENT INCLUDES:
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A provision (or provisions) that state any assets not already placed in a living trust at the time of death should be transferred to that trust, essentially acting as a "catch-all" to ensure all assets are distributed according to the terms of the living trust, minimizing the need for full probate proceedings; it typically includes identifying the specific living trust and specifying that any remaining assets should be transferred to it upon death.
BOOK CONSULT
Your Cost: $250
Printing Fee: 1.50/p
Revocable Living Trust
A Revocable Living Trust is a useful estate planning tool that allows the contributor to stay in control of their property as the trustee while they are alive and arrange how some or all of their assets will be managed after their passing. A living trust also avoids most probate fees.
DOCUMENT INCLUDES:
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The identity of the grantor (the person creating the trust)
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The designated trustee (the person managing the trust assets)
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The beneficiaries who will receive the assets upon the grantor's death
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A list of assets transferred to the trust
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Detailed instructions on how and when those assets should be distributed to the beneficiaries, including any specific conditions or limitations on distribution
BOOK CONSULT
Your Cost: $250
Printing Fee: 1.50/p
End of Life Plan
With an end-of-life plan, you can provide your loved ones with clear instructions for your funeral, remains, services, and more.
DOCUMENT INCLUDES:
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The details about your desired medical treatment in case you can't make decisions yourself (living will)
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Who you designate to make medical decisions on your behalf (medical power of attorney)
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Funeral and burial arrangements
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Distribution of assets (will)
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Personal wishes regarding your final days, including where you'd like to receive care and who you want to be present with you
BOOK CONSULT
Your Cost: $250
Printing Fee: 1.50/p
Encrypted Online Estate Vault
An online Estate Vault is the ideal platform for storing and sharing your estate planning documents and other important files.
SERVICE INCLUDES:
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After creating your documents with Stuckey Enterprises, you can upload them to a digital Estate Vault of your choice and then invite your loved ones to access them.
BOOK CONSULT
Your Cost: $75
Printing Fee: N/A