This memorandum summarizes and explains the drafts of estate planning documents for Ms. Peggy Siegal, including a Revocable Living Trust Agreement, 'Pour Over' Will, Deed of Gift of Tangible Personal Property, and Health Care Proxy. It outlines the benefits of a Revocable Living Trust, the management of assets during incapacity, and the distribution of assets upon death. It also describes the purpose of a 'Pour Over' Will and the appointment of Amalia Lindeman as a health care proxy.
documents/EFTA00599276.pdf
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