Disclaimer: Data Mitigation Services, LLC provides estate planning tools and is not a substitute for legal advice. Please consult with a qualified attorney to address specific legal issues related to your estate planning needs. We do not offer refunds or accept chargebacks for any plans once they are created and paid for.
Your Revocable Living Trust forms the cornerstone of your estate plan — allowing you to manage, protect, and transfer your assets privately and efficiently. It gives you control during your lifetime and ensures a seamless transition to your heirs without the delays and costs of probate.
The Summary of Trust provides a concise overview of the key details of your trust — including trustees, beneficiaries, and essential powers — without revealing the full trust document. It’s your quick reference guide for financial institutions and advisors.
The Certification of Trust confirms the existence and authority of your trust while protecting your privacy.<br />
The Assignment of Property formally transfers your titled and untitled assets into your trust — ensuring they’re covered and protected under your estate plan.
A trust is only as strong as what’s inside it. The Trust Funding Guide walks you step-by-step through the process of transferring assets into your trust — from real estate to financial accounts — ensuring every piece of your wealth is safeguarded and accounted for.
The Pour-Over Will acts as a safety net, ensuring that any assets not formally placed in your trust during your lifetime “pour over” into it at your passing. It guarantees that your legacy remains whole and directed by your wishes.
With the Medical Power of Attorney, you appoint someone you trust to make healthcare decisions on your behalf if you’re unable to do so. This ensures your medical choices are honored — by your voice, through theirs.
The Durable Financial Power of Attorney gives your chosen agent legal authority to manage your financial affairs — from paying bills to managing investments — should you become incapacitated. It’s financial continuity without interruption.
The HIPAA Authorization ensures your trusted representatives can access your medical information when it matters most. It allows doctors, hospitals, and caregivers to share vital health data with those you’ve designated.
Your Healthcare Directive — also known as a living will — clearly states your wishes regarding life support, treatment preferences, and end-of-life care. It removes uncertainty and ensures your values guide your care decisions.
The Remembrance and Memorandum captures the personal side of your legacy — your values, your stories, your final wishes, and the items of sentimental value you wish to pass down. It’s the emotional bridge between generations.
The Last Will & Testament defines how your remaining assets are distributed and who will serve as guardian for any dependents. It’s a foundational component that ensures your voice continues to speak with authority and clarity.
At the core of every funding analysis is an effective funding strategy. Who are the stakeholders that you seek to approach for funding and what are their specific criteria? At DMS, we help make this effort clear.