What do some of these terms mean? Click Here for a Glossary
PERSONAL CONTACT INFORMATION
Name:	REQUIRED INFORMATION
Address:
City:
State:
Zip Code:
Phone:
Your E-Mail:	REQUIRED INFORMATION
Fax:
Cell Phone:
TRUST INFORMATION:
Name of Trust:	REQUIRED INFORMATION
Settlor
Co-Settlor
Trustee
Co-Trustee
Successor Trustee
Estimated Value of Trust Assets

SPECIFIC GIFTS FROM THE TRUST
Specific Gifts: To add gift recipients to your trust, simply provide the details in each box. You can add multiple gift recipients to your Trust.
Name of Gift Recipient 1		Name of Gift Recipient 2
Address of Gift Recipient	(Address is optional)	Address of Gift Recipient	(Address is optional)
City		City
State		State
Postal Code		Postal Code
Gift Recipient 1's Relationship to Settlor		Gift Recipient 2's Relationship to Settlor
Describe Gifts(s):		Describe Gifts(s):
Name of Gift Recipient 3		Name of Gift Recipient 4
Address of Gift Recipient	(Address is optional)	Address of Gift Recipient	(Address is optional)
City		City
State		State
Postal Code		Postal Code
Gift Recipient 3's Relationship to Settlor		Gift Recipient 4's Relationship to Settlor
Describe Gifts(s):		Describe Gifts(s):
Please include any additional details, beneficiaries and/or gift details below: Characters Left

BENEFICIARIES OF YOUR TRUST
List of Beneficiaries of Trust: To add beneficiaries, simply provide the details in each box. You can add multiple beneficiaries to your Trust.
Name of Beneficiary 1 of Trust		Name of Beneficiary 2 of Trust
Address of Beneficiary 1	(Address is optional)	Address of Beneficiary 2	(Address is optional)
City		City
State		State
Postal Code		Postal Code
Beneficiary 1's Relationship to Settlor		Beneficiary 2's Relationship to Settlor
Beneficiary 1's Percentage of Residual of Trust (after Specific Gift, if any)	%	Beneficiary 2's Percentage of Residual of Trust (after Specific Gift, if any)	%
Name of Beneficiary 3 of Trust		Name of Beneficiary 4 of Trust
Address of Beneficiary 3	(Address is optional)	Address of Beneficiary 4	(Address is optional)
City		City
State		State
Postal Code		Postal Code
Beneficiary 3's Relationship to Settlor		Beneficiary 4's Relationship to Settlor
Beneficiary 3's Percentage of Residual of Trust (after Specific Gift, if any)	%	Beneficiary 4's Percentage of Residual of Trust (after Specific Gift, if any)	%

MARITAL EXEMPTION A/B REVOCABLE TRUST ILLINOIS 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 $39.95 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 $29.95.
		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 $29.95.
		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 $29.95.
		"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 $29.95 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 $39.95.
		Living Will A Living Will is a person's written indication of the person who will make health care decisions on their behalf, when to terminate life support and the types of treatments he or she wants to receive if he or she becomes ill and cannot communicate his wishes at that time. If you are lacking a Living Will to provide guidance to family and health care providers as to your wishes, decisions about your health care may be made for you by a court-appointed guardian, your wife or husband, your adult child, your parent, your adult sibling, an adult relative, or a close friend. The individual making healthcare decisions for you may or may not be aware of your wishes concerning treatment restrictions. If you have a Living Will and discuss it with your family and significant people in your life, it will better assure that your wishes will be carried out. The Living Will 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.
		Declaration for Mental Health Treatment What would you do if you needed mental health treatment? Who would make decisions for you? The Declaration for Mental Health Treatment allows a person, known as the principal, to make decisions in advance about psychotropic medication, electroconvulsive therapy, and short term mental health treatment. Also, you may appoint a person to act to make mental health treatment decisions if you become incapable. The person appointed has a good faith duty to act consistent with your desires as stated in the Declaration. The Declaration for Mental Health Treatment costs only an additional $19.95 each when you order your Declaration for Mental Health Treatment from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Declaration for Mental Health Treatment 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.
		Standby Guardian Designation The Standby Guardian Designation states that if ever a guardian is necessary, you desire it to be your spouse or your child or friend. If, for example, you became incapacitated in an automobile accident and the driver of the other vehicle was sued and his insurer paid a large sum into a future medical fund, they would most likely require a court supervised guardian. You can now designate who that person should be and that you prefer that your present investments not be liquidated and reinvested by the court. The Standby Guardian Designation costs only an additional $39.95 each when you order your Standby Guardian Designation from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Standby Guardian Designation 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.
		Power of Attorney for Healthcare Who do you trust to make healthcare decisions? An Power of Attorney for Healthcare is a person's written appointment of the person that makes health care decisions on their behalf. If you are lacking a Power of Attorney for Healthcare to provide guidance to family and health care providers as to your wishes, decisions about your health care may be made for you by a court-appointed guardian, your wife or husband, your adult child, your parent, your adult sibling, an adult relative, or a close friend. The individual making healthcare decisions for you may or may not be aware of your wishes concerning treatment. If you have a Power of Attorney for Healthcare and discuss it with the person you appoint, it will better assure that your wishes will be carried out. The Power of Attorney for Healthcare costs only an additional $79.95 each when you order your Power of Attorney for Healthcare from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Power of Attorney for Healthcare 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 $99.95 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 $79.95 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 $89.95 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 $69.95 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 $49.95 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 $69.95 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.

SELECT SPEED OF SERVICE OPTIONS
	REGULAR PRIORITY SERVICE Your order will be marked for special handling, a member of the Spiegel & Utrera, P.A. staff will be assigned to actively monitor the status of your Trust and other ancillary documents. Your Trust and ancillary documents will be hand-delivered to you (if requested by you, your signature will be required upon receipt) to insure confidentiality via Federal Express, U.P.S. or other delivery service or electronic mail. The preparation and processing time for your Trust and ancillary documents is approximately two weeks after receipt of payment.
	3 BUSINESS DAY PRIORITY SERVICE Your order will be marked for special handling, a member of the Spiegel & Utrera, P.A. staff will be assigned to actively monitor the status of your Trust and other ancillary documents. Your documents will be hand-delivered to you (if requested by you, your signature will be required upon receipt) to insure confidentiality via Federal Express, U.P.S. or other delivery service or electronic mail. The preparation and processing time for your Trust and ancillary documents is 3 business days after receipt of payment of an additional $75.
	NEXT BUSINESS DAY PRIORITY SERVICE Your order will be marked for special handling, a member of the Spiegel & Utrera, P.A. staff will be assigned to actively monitor the status of your Trust and other ancillary documents. Your documents will be hand-delivered to you (if requested by you, your signature will be required upon receipt) to insure confidentiality via Federal Express, U.P.S. or other delivery service or electronic mail. The preparation and processing time for your Trust and ancillary documents is next business day after receipt of payment of an additional $150.

SELECT SHIPPING INFORMATION AND OPTIONS
Trust Packages are available for pick up at any of our office or may be shipped to you via Ground (2-3 business day) Service for a charge of $17.95 or via Overnight Delivery for a charge of $30.95 within the U.S.A. Please select the appropriate shipping options available for your area:
Select here for shipping inside the United States
	Regular Service - $17.95
	Next Day Service - $30.95
	Office Pick-up - (no charge)
Select here for shipping to Canada
	Regular Service to Canada (approximately 6 - 8 business days service) - $69.95
	International Economy to Canada (approximately 5 - 6 business days service) - $74.95
	International Priority to Canada (approximately 2 - 4 business days service) - $99.95
Select here for shipping to Europe
	International Economy to Europe (approximately 6 - 8 business days service) - $99.95
	International Priority to Europe (approximately 2 - 4 business days service) - $124.95
	Unless I check this box, I authorize delivery to my shipping address without a recipient's signature or if I check this box I understand that my order will be shipped to me signature required upon receipt. There is a $3 charge for this service.

We apologize for any inconvenience but we do not ship to P.O. Box addresses. If you selected our Office Pickup option above, skip this section and click continue to proceed with your order.
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SPIEGEL & UTRERA, P.A. is your one source for business legal services. Would you rather speak to a lawyer? A Spiegel & Utrera, P.A. associate is ready to take your call. Spiegel & Utrera, P.A. Miami Tampa Fort Lauderdale 1840 Coral Way 4th Floor Miami, FL 33145 Toll Free: (800) 603 - 3900 (305) 854-6000 Fax: (305) 857-3700 Natalia Utrera, Esq., Managing Attorney 3623 West Kennedy Blvd. Tampa, FL 33609 Toll Free: (800) 658-5900 (813) 871-5400 Fax: (813) 870-2500 William M Homsi, Esq., Managing Attorney 3526 North Federal Highway Ft. Lauderdale, FL 33308 Toll Free: (800) 465-8500 (954) 630-9800 Fax: (954) 561-7900 Natalia Utrera, Esq., Interim Managing Attorney Orlando New York City Long Island 707 East Colonial Drive Suite B Orlando, Florida 32803 Toll Free: (888) 991-9700 (407) 898-5500 Fax: (407) 894-5700 William M. Homsi, Esq., Managing Attorney 1 Maiden Lane 5th Floor New York, NY 10038 Toll Free: (800) 576-1100 (212) 962-1000 Fax: (212) 964-5600 Daniel S. Finnegan, Esq. Managing Attorney 55 Jericho Turnpike Suite 202 Jericho, NY 11753 Toll Free: (888) 797-6200 (516) 338-9100 Fax: (516) 338-9200 Daniel S. Finnegan, Esq. Interim Managing Attorney Delaware Chicago Clifton, NJ 9 East Loockerman Street Suite 3A Dover, DE 19901 Toll Free: (888) 641-3800 (302) 744-9800 Fax: (302) 674-2100 Courtney Riordan, Esq. Managing Attorney 123 West Madison Street Suite 806 Chicago, IL 60602-4620 Toll Free: (888) 514-9800 (312) 443-1500 Fax: (312) 443-8900 Melody Ashby, Esq. Managing Attorney 642 Broad St., Suite 2 Clifton, NJ 07013 Toll Free: (888) 336-8400 (973) 473-2000 Fax: (973) 778-2900 Michael L. Simon, Esq. Managing Attorney Los Angeles Las Vegas Atlanta 4727 Wilshire Blvd. Suite 601 Los Angeles, CA 90010 Toll Free: (888) 520-7800 (323) 936-3400 Fax: (323) 939-5600 Rahulan Kathir, Esq., Managing Attorney 1785 E Sahara Ave Suite 490 Las Vegas, NV 89104 Toll Free: (888) 530 4500 (702) 364 2200 Fax: (702) 458 2100 Michael R. Carrigan, Esq., Managing Attorney 34 Peachtree Street NW  Suite 1925 Atlanta, GA 30303   Phone:  404-329-1200 Fax: 404-329-4800 Tamara L. Klopenstein, Esq. Managing Attorney       United Kingdom General Counsel Club®   Spiegel & Utrera, Ltd. "Your Gateway to Europe" 11 Murray Street, London NW19RE Telephone: 011 44 207 284 3700 Fax: 011 44 207 284 3533 Toll Free: 0 800 917 1200 USA, Canada and Mexico Toll Free: 1-800-546-5070 Fax: 0 800 169 2300 Russell D. Williams, Esq. solicitorwilliams@spiegelutrera.co.uk Managing Solicitor www.spiegelutrera.co.uk Unlimited Legal & Business Advice JOIN TODAY! Toll Free: 1 (800) 734 - 9900          Fax: 1 (800) 520 - 7800 ClubAssist@AmeriLawyer.com Natalia Utrera, Esq., Managing Attorney Back To Top Material presented on AmeriLawyer.com is intended for information purposes only. It is not intended as professional advice and should not be construed as such. The U.S. Treasury Department requires us to inform you than any information obtained from this website is not intended or written by our law firm to be used, and cannot be used by any taxpayer, for the purpose of avoiding any penalties that may be imposed under the Internal Revenue Code. Advice from our firm relating to Federal tax matters may not be used in promoting, marketing or recommending any entity, investment plan or arrangement to any taxpayer. Copyright ©MMI, ©MMIV, ©MMV, ©MMIX Spiegel & Utrera, P. A. All Rights Reserved View this site in Français  Español  Italiano  Deutsch  German  Português Spiegel & Utrera, P.A. and Amerilawyer.com Privacy Policy Internal Revenue Service Circular 230 Policy Spiegel & Utrera, P.A. and Amerilawyer.com Service Terms & Cancellation Policy