Welcome

Providing Personal Living Trust and Will Services

Protect your Family's Legacy, Ensure Healthcare Decisions can be made, and Avoid Costly Court involved Probate.

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Services

LIVING TRUSTS AND WILLS

Packages Include:

Revocable Living Trust
Certification of Trust
Will
Pour Over Will
Power of Attorney Health Care
HIPPA Release Form
Power of Attorney Financial
Quit Claim Deed
Estate Binder

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NOTARY SERVICES

LIVING TRUSTS AND WILLS

Document Types:

Affidavit
Power of Attorney
Will
Advanced Directive
Vehicle Bill of Sale
Contract
Parental Consent To Travel
Certified Copies

OTHER SERVICES

LIVING TRUSTS AND WILLS

TRUST MAINTENANCE - ANNUAL

Quitclaim Deed
Homestead
Name Change

TRUST MAINTENANCE - ANNUAL

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

TRUST MAINTENANCE - ANNUAL

Annual review of pertinent information that may change - personal and legal.

Each year you will receive a SUMMARY document for your review and determination if change(s) are necessary.

Maintenance Services available for new and existing clients.

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

Documents out of Date
Divorce
Marriage
Death
Incapacity (spouse or beneficiary)
Birth
Change Beneficiary
Moving to Nevada
Update Assets
Update Charitable donations

PROBATE

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

Estate less than $20,000 and no real property

Transfer by Affidavit
Not filed with a court

Estate valued at more than $20,000 but less than $100,000

Set Aside without Administration
Filed with a court

Estate valued at more than $100,000 but less than $200,000

Summary Administration
Filed with a court

Estate valued at more than $200,000

General Administration
Filed with a court

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Money Bags Legacy Planning, LLC

At Money Bags Legacy Planning, LLC , we take a customized and personal approach to creating your last will and testament and/or living trust. We work with clients to identify their specific needs and goals, and design documents tailored to their unique requirements. Money Bags Legacy Planning, LLC strives to stay informed on trust and estate planning industry advancement.

What is a last will and testament?

A last will and testament is a legal document that communicates a person's final wishes pertaining to their assets. It provides specific instructions about what to do with their possessions. It will indicate whether the deceased leaves them to another person, a group, or wishes to donate them to charity.

What is a Living Trust and Estate Plan?

A revocable living trust is created to manage and hold assets while you are alive in the same manner as you currently do. After death the assets transfer to your beneficiaries without going through the probate process. Your desires for the distribution of your estate are carried out by the person you have designated prior to your death.

A revocable living trust may also be used to segregate the separate property of spouses or domestic partners and decrease the risk of co-mingling and tracing problems.

While you are alive and well, you may amend and update the revocable living trust.

Will or Living Trust - what's best for YOU?

A will is for the purposes set forth ONLY AFTER DEATH and is likely subject to probate. The probate process is expensive, lengthy, and becomes public thus identifying assets and those that received the assets. If a creditor finds the individual has inherited assets, the creditor will exercise their rights to the inherited assets.

A living trust, is active the day you create it. It is a document that also manages property and assets when the Trustee(s) become incapacitated. Trusts do not go through a probate process and in Nevada are not usually a matter of public record.

Probate

If you pass away without a will, living trust or other estate-planning documents, the court system may be responsible for dividing your estate and deciding who will receive those assets.

Probate involving the court become a matter of public record and are a lengthy costly process.

If I have assets in multiple states?

A revocable living trust should include all your assets, be it in Nevada and any other state. If you have assets in multiple states, your estate will be subject to probate in each state the assets reside in - ancillary probate.

Welcome

Providing Personal Living Trust and Will Services

Creating Generational Wealth Through Planning

Let us help you!

Get in Touch

Services

LIVING TRUSTS AND WILLS

LIVING TRUSTS AND WILLS

LIVING TRUSTS AND WILLS

NOTARY SERVICES

LIVING TRUSTS AND WILLS

LIVING TRUSTS AND WILLS

OTHER SERVICES

LIVING TRUSTS AND WILLS

TRUST MAINTENANCE - ANNUAL

TRUST MAINTENANCE - ANNUAL

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

TRUST MAINTENANCE - ANNUAL

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

PROBATE

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

Estate less than $20,000 and no real property

Estate valued at more than $20,000 but less than $100,000

Estate valued at more than $100,000 but less than $200,000

Estate valued at more than $200,000

Frequently Asked Questions

Welcome

Providing Personal Living Trust and Will Services

Creating Generational Wealth Through Planning

Let us help you!

Get in Touch

Services

LIVING TRUSTS AND WILLS

LIVING TRUSTS AND WILLS

LIVING TRUSTS AND WILLS

NOTARY SERVICES

LIVING TRUSTS AND WILLS

LIVING TRUSTS AND WILLS

OTHER SERVICES

LIVING TRUSTS AND WILLS

TRUST MAINTENANCE - ANNUAL

TRUST MAINTENANCE - ANNUAL

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

TRUST MAINTENANCE - ANNUAL

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

PROBATE

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

REASONS TO UPDATE - The WHO, WHAT, WHERE, WHEN

Estate less than $20,000 and no real property

Estate valued at more than $20,000 but less than $100,000

Estate valued at more than $100,000 but less than $200,000

Estate valued at more than $200,000

Frequently Asked Questions

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