Estate Planning Portfolio
Estate Planning Portfolios include a
Revocable Living Trust, Financial and Healthcare and Mental Healthcare Powers of Attorney, Living Will, Pour-Over Will*, Trust instructions and one item placed into trust (usually people chose their home property).
*Last Will and Testament used to put anything outside of the Trust into the Trust upon your passing.
If you are single you can purchase a Estate Planning Portfolio from our office, here for $1,049.00.
If you are married you can purchase a Estate Planning Portfolio from our office, here for $1,599.00.