Add a Credit Shelter Trust (avoids or reduces state and federal death taxes)
FREE
Not Offered
Not Offered
States have separate taxes?
Ensure executor is not required to post bond
FREE
Not Offered
Not Offered
Not Offered
Add a QTIP Trust (only way to preserve the unlimited marital deduction for gifts to a spouse in trust, e.g., spouses have children from previous marriages).
FREE
Not Offered
Not Offered
What's that?
Add a Spousal Protection Trust (protects spouse’s inheritance from Medicaid spend-downs, penalties, and liens).
FREE
Not Offered
Not Offered
Huh?
Add a trust to provide for your spouse if he or she is not a US Citizen without paying unnecessary taxes when you die
FREE
Not Offered
Not Offered
Not Offered
Add a trust protector. Protects against or eliminates court battles later and reduces the cost to amend a trust)
FREE
Not Offered
Not Offered
Not Offered
Financial Power of Attorney
$29
$35-$45
Not Offered
Not Offered
Add authorization to create a trust to hold assets that are not subject to Medicaid spend-downs and liens.
Free
Not Offered
Not Offered
Not Offered
Health Care Power of Attorney
$29
$39
Not Offered
Not Offered
Living Will
$19
$39 - $49 for Living Will
HIPPA Release is not offered
Living Will is not offered
Mama Bear offers a HIPPA release but only for a minor.
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