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

How to Prepare for Your Discovery Meeting:

COMPLETE PERSONAL INFORMATION FORM
COMPLETE YOUR NET WORTH STATEMENT
WHAT TO BRING TO YOUR MEETING