MARITAL EXEMPTION A/B REVOCABLE TRUST NEVADA ADDITIONAL OPTIONS AND SERVICES SELECTION INSTRUCTIONS Select the checkbox in the "ORDER NOW" column to add the service to your order or select the checkbox in the "Not Sure" column to review the item selected when we speak with you over the phone. Items selected for additional information will not be added to your total order amount. Remember at Spiegel & Utrera, P.A. we will discuss each detail of your order before any credit card charges are processed. Not Sure? ORDER ADDITIONAL SERVICES General Counsel Club Imagine having an attorney's valuable legal advice just a phone call away! Many people rush into legal situation by the seat of their pants, but with our knowledge and experience, Spiegel & Utrera, P.A. can help you to prepare by avoiding legal disputes, probate and privacy pitfalls involving your Living Trust, Pour-Over Will & Testament, Living Will, or Durable Power of Attorney, as well as how to fund your Trust. Our firm has what we call the "General Counsel Club," which is a valuable bundle of services that at the time of your initial ordering, you can receive an additional One Month Bonus so that your first year of service will cover 13 months. PLUS take a $50 discount, so you pay only $89.95 for the first 13 months of service . You get unlimited telephone consultations all year long on matters relating to legal and strategic estate planning advice for your Trust, Pour-over Will & Testament, Living Will, or Durable Power of Attorney. Plus our firm will draft annual Meeting Minutes and Resolutions for the Trust; comply with all statutes and applicable laws; our firm will act as your Trust's General Counsel; and you will receive our firm's newsletter, which is published six times a year and provides valuable insight into preserving your assets from a legal point of view. Indemnification Agreement What happens if someone sues the Trustee in the course of his or her duties based on the parameters described in the Trust? Why would anyone want to be a Trustee if they could be sued merely by carrying out their job? As the creator of a Trust, wouldn't you want to protect the Trustee? We strongly recommend that you enter into an agreement requiring the person forming the Trust to indemnify and hold harmless the Trustees and Successor Trustees from any actions they take on behalf of the Trust. The Indemnification Agreement costs only an additional $75 when you order the Indemnification Agreement from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Indemnification Agreement will be conveyed to you for review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust. Personal Power for Trust You would want a trusted family member or friend to make Trust decisions rather than a disinterested stranger wouldn't you? The trusted friend or family member has known you for years. Is there someone whom the person forming the Trust has complete confidence that their discretion is deemed unquestionable? With a personal power, the person forming the Trust can give the last word over one or more decisions to a particular person so they have sole and uncontrolled discretion, provided the person forming the Trust clearly and unmistakably manifests his or her intention to create a personal power in a particular Trustee. Let Spiegel & Utrera, P.A. add these powerful provisions to your Trust for $75 when you order the Personal Power of Trust from Spiegel & Utrera, P.A. at the time of forming your trust. Incapacity Protection Provisions in the Trust What happens if the creator of the Trust loses their mental capacity? The Trust would become unamendable upon the individual creator’s incapacity. Instead, your Trust may be drafted with special provisions so that powers are given to the Successor Trustee during the lifetime of the creator to allow the Trust to be amended and have the flexibility needed to carry out the creator’s intent. Let Spiegel & Utrera, P.A. add these powerful provisions to your Trust for $75 when your order the Incapacity Protection Provisions from Spiegel & Utrera, P.A. at the time of forming your trust. Asset Segregation Provisions in the Trust Every family has members with their own strengths and weaknesses. Certain family members may have business acumen running the day-to-day operations of a business, while other family members need the security of receiving periodic income hassle-free. Wouldn't it make sense to protect your family members with specially designated assets? The Trust may be drafted to allow segregated assets for many purposes such as second marriages where pre-marriage assets can be held in the event of a later divorce. Let Spiegel & Utrera, P.A. add these powerful provisions to your Trust for $75 when you order Asset Segregation Provisions from Spiegel & Utrera, P.A. at the time of forming your trust. "HIPAA" -- Health Insurance Portability and Accountability Act Release Authority (HIPAA Consent Document) You only want a trusted person to know your healthcare situation and your sensitive healthcare records to avoid prying eyes. A HIPAA Release Authority is an authorization to ensure privacy restrictions as to who has access to your medical records. The "HIPAA" -- Health Insurance Portability and Accountability Act Release Authority (HIPAA Consent Document) costs only an additional $75 when you order your "HIPAA" -- Health Insurance Portability and Accountability Act Release Authority (HIPAA Consent Document) from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft "HIPAA" -- Health Insurance Portability and Accountability Act Release Authority (HIPAA Consent Document) will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust. Creditor Protection in the Trust What happens if a Trust beneficiary gets sued? Do you want a creditor to get any of the beneficiary's funds? Creditor Protection prevents creditors from attaching the interest of the beneficiary in the Trust before that interest (cash or property) is actually distributed to him or her. Let Spiegel & Utrera, P.A. add these powerful provisions to your Trust to protect the Trust and the beneficiary in the event a beneficiary is sued and a judgment creditor attempts to attach or levy the beneficiary's interest in the Trust. Let Spiegel & Utrera, P.A. add these powerful provisions to your Trust for $75 at the time of forming your trust. Living Will Declaration A Living Will Declaration is a person's written indication of when to terminate life support. If you are lacking a Living Will Declaration to provide guidance to family and health care providers as to your wishes, medical providers will continue to maintain you on life support and continue to render life sustaining treatment regardless of whether you are in a comatose or vegetative state and desire otherwise. If you have a Living Will Declaration your wish will be carried out. The Living Will Declaration costs only an additional $39.95 when you order your Living Will from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Living Will will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust. Do Not Resuscitate Order Do you want CPR performed on you? A Do Not Resuscitate Order is authorized by Nevada State law and is a person's written indication whether they want Cardiopulmonary Resuscitation, emergency treatment to restart your heartbeat or lungs if your heartbeat or breathing stops, performed if he or she becomes ill and cannot communicate his or her wishes at that time. If you are lacking a Do Not Resuscitate Order to provide guidance to family and health care providers as to your wishes, medical providers will continue to maintain you on life support and continue to render life sustaining treatment regardless of whether you are in a comatose or vegetative state and desire otherwise. If you have a Do Not Resuscitate Order your wishes will be carried out. The Do Not Resuscitate Order costs only an additional $75.00 each when you order your Do Not Resuscitate Order from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Do Not Resuscitate Order will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust. Anatomical Gift Declaration Do you want to help your family or community by donating your organs after death? Many people die awaiting medical treatments because organs or body parts matching their type cannot be found. You may express you intention to donate organs or body parts known in writing with a Anatomical Gift Declaration. The Anatomical Gift Declaration costs only an additional $75.00 each when you order your Anatomical Gift Declaration from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Anatomical Gift Declaration will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust. Durable Power of Attorney for Healthcare Decisions Who do you trust to make healthcare decisions? A Durable Power of Attorney for Healthcare Decisions is your written appointment of the person who makes health care decisions on your behalf. The Durable Power of Attorney for Healthcare Decisions may be very specific as to different types of life sustaining treatments you may authorize. The person you appoint is not permitted to consent to commitment or placement in a mental health treatment or facility, convulsive treatment psychosurgery, sterilization or abortion. If you are lacking a Durable Power of Attorney for Healthcare Decisions to provide guidance to family and health care providers as to your wishes, decisions about your health care may be made for you by others. The individual making healthcare decisions for you may or may not be aware of your wishes concerning treatment. If you have a Durable Power of Attorney for Healthcare Decisions, it will assure that your wishes will be carried out. The Durable Power of Attorney for Healthcare Decisions costs only an additional $79.95 each when you order your Durable Power of Attorney for Healthcare Decisions from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Durable Power of Attorney for Healthcare Decisions will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust. Specific Durable Power of Attorney A Specific Durable Limited Power of Attorney allows someone to act in your stead for a specific purpose or purposes, such as to purchase a specific property, execute a certain document, or operate a particular business. Some parties may require a Specific Durable Power of Attorney because it is drawn for a specific purpose and may be considered to be a more reliable measure of the actual intent. Also, the powers granted to the person acting on your behalf will continue in effect even if you become incapacitated or lack sufficient mental competence to handle your own affairs. The Specific Durable Power of Attorney costs only an additional $267.95 when you order your Specific Durable Power of Attorney from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Specific Durable Power of Attorney will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust. General Durable Power of Attorney Do you need to plan ahead to protect your family? The General Power of Attorney authorizes a person to act on behalf of another person, known as the principal. It describes a broad range of activities that can be performed on behalf of the principal. The General Power of Attorney may, if desired, contain a provision authorizing performing any act the principal could normally do, including the items specifically listed. People may obtain a General Power of Attorney to prepare for a time when they may not be able to take care of things because of mental incapacity. The General Durable Power of Attorney costs only an additional $267.95 when you order at the time of forming your Trust. A draft Specific General Power of Attorney will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust. Pour-Over Will with Guardian Provisions Who will take care of your minor child if you are not around? Do you want a judge to make the decision for you? You may provide for a trusted friend or family member to be guardian of your minor children in your Pour-over Will & Testament so that if you or your spouse are deceased, your trusted friend or family member is nominated as guardian for your minor children. The Pour-Over Will with Guardian Provisions costs only an additional $149.95 when you order your Pour-Over Will with Guardian Provisions from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Pour-Over Will with Guardian Provisions will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust. Pour-Over Last Will & Testament The Pour-Over Last Will & Testament is to put any asset into your Living Trust that you neglected to put in during your life or after you become incapacitated. The Pour-Over Last Will & Testament costs only an additional $149.95 when you order your Pour-Over Last Will & Testament from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Pour-Over Last Will & Testament will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust. Memorandum of Trust Do you want your Trust to be a matter of public record? You may need evidence of your Trust in order to open a bank account or to transfer ownership of real estate or a vehicle to or from the Trust. The Memorandum of Trust is prepared by Spiegel & Utrera, P.A. and executed by the Trustee(s). For privacy, a Memorandum of Trust avoids disclosure of the complete Trust document and maintains confidentiality of the entirety of the Trust document. This is useful for the transfer of assets to the Trust. The Memorandum of Trust costs only an additional $149.95 when you order your Memorandum of Trust from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Memorandum of Trust will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust. Verified Certificate of Trust Do you want a lawyer to verify as to the existence of the Trust to ensure that the Trust is valid? You may need evidence of your Trust in order to open a bank account or to transfer ownership of assets to or from the Trust. For privacy, a Verified Certificate of Trust avoids disclosure and maintains confidentiality of the entirety of the Trust. This is useful for the transfer of assets to the Trust. In addition, the Verified Certificate of Trust includes a lawyer attestation to certify the existence of the Trust, which acts like a legal opinion. The Verified Certificate of Trust costs only an additional $149.95 when you order your Verified Certificate of Trust from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Verified Certificate of Trust will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust.