Plan better, plan faster
Estate Planning Package
Our Estate Planning Package includes all of the services you need when getting your affairs in order.
Revocable Living Trust
Bill of Sale
Durable Power of Attorney
Durable Power of Attorney for Health Care
Mini-Certificate of Trust
Real Estate Documents
Certificate of Trustee Authority and Power
Comprehensive Transfer Document
HIPAA Form
Joint Trust Summary
Authorization to Release Information
Instructions to Banks and Credit Unions
