The Alpha National Living Trust Kit

• Author: Kermit Burton
• Publisher: Alpha Publications
• List Price: $29.95
• Our Price: $27.95
• All forms are state specific: View States
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Description

The Alpha National Living Trust Kit, 2024, 16th Edition Paperback………........…A complete Self-Help Legal Kit

The complete do-it-yourself Living Trust Kit with an easy-to-prepare Declaration of Trust which provides for the distribution of trust assets either in equal shares to each beneficiary, a fixed percentage to each beneficiary or separate assets to each beneficiary, plus, a detailed Instruction Guide with completed examples of all forms.

This Alpha National Living Trust Kit includes professionally predrafted, easily prepared, Real Estate Deeds for all 50 States, and other property (asset) transfer documents for the transfer into the Trust the following types Property, Property Interest and/or Property Rights:

• Financial Accounts (Bank or Brokerage)
• Securities or Securities Accounts
• Chattel Property (Movable property)
• Business Interest (Partnership, L.L.C. or Sole Properietorship)
• Secured Real Estate Interest (Deed of Trust or Real Estate Mortgage)
• Personal Property Contract (Royalty Contract)
• Mineral Rights (Oil, gas, water, etc.)
• Vendor’s Interest (Real Estate Purchase Contract Interests)

Other Important and Optional Forms include:

• Notice of Trust (required in some States)
• Pour-Over Last Will & Testament (for property not in the Trust and individual bequest)
• Disclaimer by Spouse
• Amendment, Enlarging the Powers of Trustee
• Amendment, Limiting Distribution of Assets To a Beneficiary
• Contingent Beneficiary Designation (Life insurance or Annuity Contract)
• Affidavit of Successor Trustee’s Authority to Administer Trust (Trustor Disabled)
• Medical Certification (verifying Trustor’s Disability)
• Affidavit Terminating Successor Trustee’s Authority (when Trustor recovers)
• Trust Activity Recording Log.

The Instruction Guide outlines and explains in detail all of the following information relevant to a Living Trust:

• The Fundamental Elements of a Trust
• The Fundamental Terms of a Trust
• An Alien Spouse
• The 9 States with Community Property Laws
• The 12 States with Curtesy Laws
• The 17 States with Dower Laws
• Due on Sale Clauses
• Estate Taxes
• Fee Simple Title or Realty Interest
• IRAs and 401Ks
• Multiple Trust
• Real Property Rights
• The Uniform Probate Code