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The Safe Estate Plans Portfolio
With
our Estate Planning Portfolio, you will receive:
·
Trust
Overview
·
Revocable
Living Trust
·
Schedule
of Trust Assets
·
Certificate
of Trust
·
Community
Property Agreement (if applicable)
·
Pour-Over-Wills
·
Living
Wills
·
Durable
General Powers of Attorney
·
Medical
Powers of Attorney
·
Assignment
of personal property
·
Deed
for transfer of house
·
Funding
letters
·
Funding
Instructions
·
Document
Location List
·
Important
Advisors List
·
Instructions
on what to do at death
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