What’s Included in Your Complete Estate Plan Portfolio
Option One:
Living Trust with Asset Protection Provisions:
- Advance Directive for Health Care (Combination of Living Will and Health Care Power of Attorney)
- Financial Power of Attorney
- Pour Over Last Will & Testament (with Living Trust)
- Asset Titling and Beneficiary Designation Memo
- Estate Planning Letter for personal property distribution
- Checklist for Successor Trustee or Executor regarding what to do if there is a death or incapacity
- Client workshops on Estate Planning and Estate Administration topics
- Seminar for your fiduciaries on “What to do When a Loved One Passes Away”
- DocuClub Membership – 1st year subscription
- Annual Maintenance Program – 1st year subscription
Option Two:
Comprehensive Last Will and Testament with Asset Protection Provisions:
- Advance Directive for Health Care (Combination of Living Will and Health Care Power of Attorney)
- Financial Power of Attorney
- Asset Titling and Beneficiary Designation Memo
- Estate Planning Letter for personal property distribution
- Checklist for Successor Trustee or Executor regarding what to do if there is a death or incapacity
- Client workshops on Estate Planning and Estate Administration topics
- Seminar for your fiduciaries on “What to do When a Loved One Passes Away”
- DocuClub Membership – 1st year subscription
- Annual Maintenance Program – 1st year subscription