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Desert Valley Notary LLC., is not an attorney in the state the state of Nevada.Desert Valley Notary LLC., is not authorized to give legal advice or legal representation. Desert Valley Notary LLC., is not to accept fees for giving legal advice or legal representation.

Balanced Stone Stack

Family Legacy Estate Package

 

 

Because your home and family deserve lasting protection.

When you’ve worked hard to build a home, raise your children, and plan for their future — this bundle gives your family peace of mind and control.


The Family Legacy Estate Bundle helps married couples protect their home, name guardians for minor children, and ensure that everything you’ve built transfers smoothly without the delay and cost of probate.

​THIS PACKAGE INCLUDES:

1.     Revocable Living Trust (Joint Family Trust)

o   Protects your home and assets from probate

o   Keeps control during your lifetime and ensures seamless transfer to your heirs

2.     Pour-Over Will(s) • Individual or Joint Clients

o   Captures any assets not titled in the trust

o   Names guardians for your minor children

3.     Schedule-A

o  Schedule A for a trust is a detailed list of all assets, such as real    estate,  bank accounts, and personal property, that have been transferred into the trust.

4.     Durable Power of Attorney (Financial)

o   Authorizes a trusted person to handle finances if you become incapacitated

5.     Advance Directive  For HealthCare

o  HealthCare Power of Attorney

o  HIPPA Release

o Living Will Instructions (End-of-Life Decisions)

o Organ Donation (optional)

o Incapacity Guardian Nomination (optional)

6.     Guardian Nomination (Lockbox or DVN Version)

o Appoint a guardian to care for your minor child or aging adult

o Emergency Card Included

7.     Certification / Abstract of Trust

o   Provides proof of your trust for banks, lenders, or title companies

8.     Personal Property Memorandum

o   Lists and distributes sentimental or valuable personal items

9.     Final Arrangement Instructions

o   Outlines burial or cremation preferences to ease your loved ones’ burden

10.    Homestead Exemption

o   The Nevada state homestead exemption protects a primary residence from being sold to satisfy general creditors, covering up to $605,000 of equity.

11.     Quitclaim Deed (for One Property)                                                             

o   Transfers your home title safely into your family trust

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💡 Add-On Option:

  • Notary

  • Rush

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