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.

Memorandum of Trust

Memorandum of Individual Revocable Trust
A Memorandum 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. Let us draft the Memorandum of Trust for you for $167.95.

Self Completion – Memorandum of Individual Revocable Trust
To save money, you may wish order a Memorandum of Individual Revocable Trust for Self Completion for the low price of $19.95 (shipping, handling & processing is free). This document is prepared by an attorney at Spiegel & Utrera, P.A., as complete as possible, except for the name, date, witnesses and any other special provisions you would like to include. In addition, we recommend you join the General Counsel Club, in which you are entitled to unlimited legal and strategic business advice for a year as well as a review of your self-completed Memorandum of Individual Revocable Trust for Self Completion for the introductory price of $89.95.

Memorandum of Joint Revocable Living Trust Instrument
A Memorandum 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. Let us draft the Memorandum of Trust for you for $167.95.

Self Completion – Memorandum of Joint Revocable Living Trust Instrument
To save money, you may wish order a Memorandum of Joint Revocable Living Trust Instrument for Self Completion for the low price of $19.95 (shipping, handling & processing is free). This document is prepared by an attorney at Spiegel & Utrera, P.A., as complete as possible, except for the name, date, witnesses and any other special provisions you would like to include. In addition, we recommend you join the General Counsel Club, in which you are entitled to unlimited legal and strategic business advice for a year as well as a review of your self-completed Memorandum of Joint Revocable Living Trust Instrument for Self Completion for the introductory price of $89.95.

Memorandum of A/B Trust or Marital Exemption Trust
A Memorandum 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. Let us draft the Memorandum of Trust for you for $167.95.

Self Completion – Memorandum of A/B Trust or Marital Exemption Trust
To save money, you may wish order a Memorandum of A/B Trust or Marital Exemption Trust for Self Completion for the low price of $19.95 (shipping, handling & processing is free). This document is prepared by an attorney at Spiegel & Utrera, P.A., as complete as possible, except for the name, date, witnesses and any other special provisions you would like to include. In addition, we recommend you join the General Counsel Club, in which you are entitled to unlimited legal and strategic business advice for a year as well as a review of your self-completed Memorandum of A/B Trust or Marital Exemption Trust for Self Completion for the introductory price of $89.95.

Memorandum of Irrevocable Life Insurance Trust
A Memorandum 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. Let us draft the Memorandum of Trust for you for $167.95.

Self Completion – Memorandum of Irrevocable Life Insurance Trust
To save money, you may wish order a Memorandum of Irrevocable Life Insurance Trust for Self Completion for the low price of $19.95 (shipping, handling & processing is free). This document is prepared by an attorney at Spiegel & Utrera, P.A., as complete as possible, except for the name, date, witnesses and any other special provisions you would like to include. In addition, we recommend you join the General Counsel Club, in which you are entitled to unlimited legal and strategic business advice for a year as well as a review of your self-completed Memorandum of Irrevocable Life Insurance Trust for Self Completion for the introductory price of $89.95.

Memorandum of Special Needs Trust
A Memorandum 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. Let us draft the Memorandum of Trust for you for $167.95.

Self Completion – Memorandum of Special Needs Trust
To save money, you may wish order a Memorandum of Special Needs Trust for Self Completion for the low price of $19.95 (shipping, handling & processing is free). This document is prepared by an attorney at Spiegel & Utrera, P.A., as complete as possible, except for the name, date, witnesses and any other special provisions you would like to include. In addition, we recommend you join the General Counsel Club, in which you are entitled to unlimited legal and strategic business advice for a year as well as a review of your self-completed Memorandum of Special Needs Trust for Self Completion for the introductory price of $89.95.

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