Every Helios Integrated Estate Plan is state-specific for all 50 states and can include the following:
- Will
- Trust
- Certification of trust
- General transfer
- Property agreement for community property states
- Financial Power of Attorney
- Medical Power of Attorney or Advance Health Care Directive
- HIPAA release
- Deed(s) for real property (at an additional charge)
Every Helios Integrated Estate Plan has the ability to include language that addresses conduit language for IRA’s, opportunities to convert shares to a Special Needs Trust or postpone distributions in exceptional circumstances (example: drug use), State-specific requirements, flexibility to plan for unknown changes in state and federal estate tax law, and more. This is an example of how Helios only applies attorney-quality documents and language in the final outputs of all Estate Plans.