Estate Portfolio

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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Email: linphelps@sbcglobal.net
Web site last updated on: 07/26/10
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