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ESTATE PLANS AND PRICING

 

Complete Trust Package includes:

 

  1. Revocable Living Trust

  2. Trust Synopsis (in plain English not legalese)

  3. Pour-over Will(s) ("Last Will and Testament")

  4. Certification of Trust

  5. Durable Power of Attorney for Business Affairs

  6. Health Care Directive/Living Will

  7. Form Letter with Instructions for Distribution of Personal Property

  8. Declaration of Community Property (where appropriate)

  9. Instructions for transferring assets to Revocable Trust

  10. Burial Instructions

  11. Free consultation with Estate Planning Attorney

 

Will Package includes:

 

  1. Last Will and Testament

  2. Durable Power of Attorney for Business Affairs

  3. Health Care Directive/Living Will

  4. Form Letter with Instructions for Distribution of Personal Property

  5. Summary cover letter explaining documents

  6. Burial Instructions

  7. Free consultation with Estate Planning Attorney

     

     

    ** Attorney Prepared Plans are only available in Georgia and New York

     

     

     

     

     

     

"As a CPA, I work with a number of attorneys. Jace has a refreshing approach to estate planning. He prides himself on providing caring service to each and every client and situation."

 

-Kathleen Dumas, CPA

NOT SURE WHICH ESTATE PLAN IS RIGHT?
LET US HELP.

See Which Documents Are Best For You.

Download your free Estate Plan Checklist to keep yourself organized

Download Sample Trust Package - California

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