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Foundational Estate Planning

$500 current bid
1 Bid
FMV: $4290

Description of the Item:

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Revocable Living Trust with simple outright distributions; Pour-Over Wills for each spouse; Certification of Trust; Community Property Memo; Durable Financial Power of Attorneys for each spouse; Healthcare Power of Attorneys for each spouse; Living Will/Advanced Directive for each spouse; HIPAA Authorization Form for each spouse; Personal Property Memorandum for each spouse; All other Ancillary Documents; Title Search for one real property; One real property deed to transfer primary residence into Trust (Calif. property only); Planning for Minor Children including Protective "Legacy Trusts" for children's inheritance, if desired and Stand-Alone Nomination of Guardianship Document.

Notary fees included.

Recording fee to be paid directly to the county recorder's office is NOT included ($20-$50, paid directly to the county.)

*** If you wish to have more complex distributions/provisions in any of these above documents which will require custom language, we offer this at rate of $350/hour.

Visit https://www.hiraizumilaw.com for more info.

Donated By Hiraizumi Law Group, Jill Artino, Alderwood Parent