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 $1,299.00.

If you are married you can purchase a Estate Planning Portfolio from our office, here for $2,199.00.

If you are single or married you can purchase a Estate Planning Portfolio to complete yourself (start with a 5 day free trial), here for $1,495.00.

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How can we help you?

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Contact Us

480.464.4968 | 480.969.9779
info@altcsplanning.net
PO Box 458 Mesa, AZ 85211

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