Family Estate Plan


Item Number: 623

Time Left: CLOSED

Value: $2,000

Online Close: Mar 17, 2018 8:00 PM PDT

Bid History: 2 bids - Item Sold!

Description

This estate plan includes:


1.         An initial estate planning consultation


2.         A Revocable Living Trust


3.         Powers of Attorneys (2, one for each parent)


4.         Health Care Directives (2, one for each parent)


5.         Nomination of a Guardian for Minor Children


6.         Testamentary Trust for Minor Children


7.         Real Estate Transfer (to place one parcel of real estate into your trust)


8.         Optional discussion with financial planner to discuss Life Insurance and College Funds


9.         Signing Meeting

Special Instructions

Donated by:    Marlene Fong, Esq.


                      Fong & Fong, APC


                      2161 Harbor Bay Parkway


                      Alameda, California 94502


                      (510) 748-6800 x110

Donated by

Fong & Fong, APC