Estate Plan Plus (Couple)


Description

Put in place a comprehensive estate plan for you and your partner. This includes two wills, two powers of attorney, two two advanced health care directives and two living trusts, customized to your specific needs.


What is included?

  • Initial consultation to evaluate your needs
  • Prepare a first draft of the wills, living trust, power of attorney and advanced health care directives for each partner
  • Prepare transfer documents for up to 2 properties
  • Address your questions in relation to the estate planning documents
  • Prepare a final version of the estate planning documents
  • Proper execution of the documents

What is not included?

  • Filing and other administrative fees
  • Federal Estate Planning Services (Applies when net worth exceeds $5M (individuals) or $10M (couples)

Service offered by:

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Matt Bruns

Berkeley, California, 94704, USA

Taxation Trusts and Estates

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Edmund Yan

Pasadena, CA, 91101, USA

Business and Corporate Trusts and Estates

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Mark Smallhouse

Reno, NV, 89502

Banking and Finance Business and Corporate

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Gerald Dorfman

Mill Valley, CA, 94942, USA

Consumer Litigation

BC

Bryon Chung

Los Angeles, California, 90064, USA

Business and Corporate

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William Huestis

Newport Beach, California, 92660, USA

Bankruptcy Family

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Jim Stokes

Houston, Texas, 77063

Arbitration Bankruptcy

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Julia H. Sullivan

Savannah, GA, 31401, USA

Business and Corporate Real Property