ESTATE PLANNING
SERVICES WE PROVIDE
1. Initial Free consultation to review your assets and
objectives and advise you:
What you should do |
|
Why
you should do it |
|
How
long it will take |
|
How much it will cost |
2. Prepare Estate Planning Documents:
|
Revocable
Trust Agreement |
|
Short
Form Trust |
|
Pour
Over Will |
|
Power
of Attorney |
|
Conveyance
documents |
|
Instructions
for funding Trust/Sample Letters & Guidelines |
|
Advance
Health Care Directive |
|
Plan
Summary (Summary letter) |
|
Funeral
and burial Instructions worksheet |
|
Document
Location Record |
|
Financial
balance sheet/trust inventory |
3.
Record your Deeds at the Bureau of Conveyance
4.
Organize all documents in a loose leaf binder
5. Provide detailed instructions on how to transfer various assets
into your Trust with sample form letters
6. Free follow-up telephone conferences to answer questions
7. Available to assist with modifications in Estate Planning
documentation as the need arises (for a reasonable fee)
8. Assistance to your family upon your incapacity or death
