Estate Planning Package
Protect your legacy and ensure your wealth
is passed down to future generations with our estate planning services.
Don't leave the future of your assets to chance –
take control and safeguard your loved ones' financial security.
Contact us today to learn more about how we can help you preserve your legacy.
Estate Plan Package:
Estate planning is all about making sure your assets are taken care of and your wishes are carried out after you die or become incapacitated.
This process can be as simple or complex as your needs and goals require. We can help you plan for the future, including appointing guardians for minor children and beneficiaries in case of incapacity.
Don't leave your estate to chance - start planning today.
Included in Package:
- Trust with the current probate avoidance codes
- Certificate of Trust (for financial institutions)
- Declaration of Trust
- Assignment of Personal Property
- Pour Over Will and Testaments
- Durable Power of Attorney for Financial Affairs
- Power of Attorney for Health Care Directive
- HIPAA Waiver
- Final Disposition
- 1- Property Grant Deed
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