Flat fee covers:
✔ Personalized consultation to discuss your estate plan needs
✔ Custom prepared estate plan based on your goals including:
• Living trust
• Pour-over will
• Healthcare directive
• Financial power of attorney
• HIPAA authorization
• Certificate of trust
• Schedule of assets
• Bill of transfer
✔ Final plan review session with your consultant
✔ Printing & shipping of one set of documents
✔ Unlimited 30-minute calls on new estate planning matters with an experienced Consultant for 1 year
Assist PLUS Trust
$999.00Price
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