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Trust Plan-Protect Your Family

$3470 current bid
4 Bids
FMV: $6500

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A Trust Plan that Protects Your Family

A complete estate plan for couples who own a home, designed and delivered by Attorney Jonathan White of Jordan & White, LLC.

This package includes a Revocable Living Trust, Pour-Over Wills, Financial Powers of Attorney, Health Care Proxies, HIPAA Authorizations, a Personal Property Memorandum, and deed and homestead preparation for one home.

Also includes a Keeping It Great Check-In - a dedicated review meeting three years after signing. The plan begins with a complimentary Great Life Discovery Session and is valid for 12 months from the date of the auction.

Donated By Jonathan White P'20 '24 '26