Estate Planning Services, Trusts, Wills, Durable Power of Attorney, Advance Health Care Directive, HIPAA

Estate Planning

ALLEN ESTATE PLANNING SERVICES

1.    Complete Estate Planning Portfolio for married or single persons. Portfolio includes:

  • Revocable Living Trust.
  • Certification of Trust.
  • Pour Over Will.
  • Durable Power of Attorney for Financial Management.
  • Advance Health Care Directive, HIPAA.
  • Assignment of Personal Property.
  • Assignment of business, if needed.
  • Special Instructions for Final Disposition of remains.
  • Trust Transfer Deed for each real property to be held in Trust.
  • Letters to financial institutions and other assistance needed to fund your trust.
  • Instructions for funding your trust with assets acquired in the future.
  • All documents come in a professional zipped binder.

2.    Review and update existing estate planning documents. Includes review of all documents, amendment or replacement of documents as requested by client.

You may contact me via phone or email:  (916) 300-3588; [email protected]