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
- Asset Titling and Beneficiary Designation Memo
- Estate Planning Letter for personal property distribution
- Unlimited Phone Calls with legal assistants or paralegals about this Estate Plan
- Continuing Education for Clients and Fiduciaries
- Checklist for Successor Trustee or Executor regarding what to do if there is a death or incapacity
- Initial consultation for Successor Trustee or Executor at death
- DocuClub Membership – 1st year subscription – Learn More
- Annual Maintenance Program – 1st year subscription – Learn More
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
- Unlimited Phone Calls with legal assistants or paralegals about this Estate Plan
- Continuing Education for Clients and Fiduciaries
- Checklist for Successor Trustee or Executor regarding what to do if there is a death or incapacity
- Initial consultation for Successor Trustee or Executor at death
- DocuClub Membership – 1st year subscription – Learn More
- Annual Maintenance Program – 1st year subscription – Learn More