Asset Protection, Trusts and Wills

OUR GOAL—YOUR Complete Satisfaction and Understanding
Our goal is to provide each of our clients with as much information as possible about Asset Protection, Trusts and Wills. As you will see as you review the following material, there is a lot of information to digest and consider. Many legal aspects may be complex and confusing. We want you to know we are available to speak with you about any legal aspects of Asset Protection, Trusts and Wills at your convenience either over the telephone or in person at the Spiegel and Utrera, P.A., office nearest you. What do some of these terms mean? Click here for a Glossary. For answers to Frequently Asked Questions (FAQs) about Asset Protection, Trusts and Wills. Click here for FAQs.

Certificate of Trust

Certificate of Individual Revocable Trust
A Certificate of Individual Revocable Trust avoids disclosure and maintains confidentiality of the entirety of the trust instrument. This is useful for the transfer of property to the trust. In addition, the Certificate of Trust includes an attorney attestation to certify the existence of the trust, which acts like a legal opinion. Let us draft the Certificate of Trust for you for $167.95.

Certificate of Joint Revocable Living Trust Instrument
A Certificate of Joint Revocable Trust avoids disclosure and maintains confidentiality of the entirety of the trust instrument. This is useful for the transfer of property to the trust. In addition, the Certificate of Trust includes an attorney attestation to certify the existence of the trust, which acts like a legal opinion. Let us draft the Certificate of Trust for you for $167.95.

Certificate of A/B Trust or Marital Exemption Trust Instrument
A Certificate of A/B Trust or Marital Exemption Trust avoids disclosure and maintains confidentiality of the entirety of the trust instrument. This is useful for the transfer of property to the trust. In addition, the Certificate of Trust includes an attorney attestation to certify the existence of the trust, which acts like a legal opinion. Let us draft the Certificate of Trust for you for $167.95.

Certificate of Irrevocable Life Insurance Trust
A Certificate of Irrevocable Life Insurance Trust avoids disclosure and maintains confidentiality of the entirety of the trust instrument. This is useful for the transfer of property to the trust. In addition, the Certificate of Trust includes an attorney attestation to certify the existence of the trust, which acts like a legal opinion. Let us draft the Certificate of Trust for you for $167.95.

Certificate of Special Needs Trust
A Certificate of Special Needs Trust avoids disclosure and maintains confidentiality of the entirety of the trust instrument. This is useful for the transfer of property to the trust. In addition, the Certificate of Trust includes an attorney attestation to certify the existence of the trust, which acts like a legal opinion. Let us draft the Certificate of Trust for you for $167.95.

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