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ESTATE PLANNING AND TRUST
INDIVIDUAL, FAMILY, ESTATE, AND LEGACY
ESTATE PLANNING SERVICES/SET UP
WORK 1 ON 1 W/ OUR ESTATE SPECIALIST
LIFE ESTATE PROCLAMATION
LIFE ESTATE DEED
IRREVOCABLE ESTATE TRUST
NON UCC-1 ESTATE CLAIM FILING INSURANCE COVERAGE
MEDICAL DIRECTIVES POA
COUNTY COURT FILING
POUR-OVER WILL
SOS FOREIGN ENTITY FILING (IF APPLICABLE BASED ON STATE)
EIN REGISTRATION
ESTATE KIT BINDER
1 HOUR CONSULTATION INCLUDED
ONGOING CONSULTING OPTIONS
MAILINGS, FILINGS, NOTARIZATIONS INCLUDED
REVOCABLE LIVING TRUST BUNDLE
*DONE FOR YOU SERVICE
MEMORANDUM OF TRUST
TRUST AGREEMENT
ARTICLES OF TRUST
ASSET SCHEDULE(S)
FEE SCHEDULE(S)
EIN REGISTRATION
DPOA AGREEMENT
IRS STATUS BUNDLE
FEE SCHEDULE
FOLLOW-UP INSTRUCTIONS
*1 HOUR CONSULTATION INCLUDED
*MAILING, FILINGS, NOTARIZATION COST-NOT INCLUDED IN PRICING (AVAILABLE AL LE CARTE)
*DONE FOR YOU SERVICE
CERTIFICATE OF TRUST
CERTIFICATE OF TRUSTEE
ABSTRACT OF TRUST
DECLARATION OF TRUST
ASSET SCHEDULE(S)
MEETING MINUTES
REGISTRY OF TRUST CERTIFICATES
BANKING RESOLUTION
CONVEYANCE DEED(S)
TRANSFER AGREEMENT(S)
SECURITY AGREEMENT
HOLD HARMLESS/INDEMNITY
COMMON LAW COPYRIGHT NOTICE
FEE SCHEDULE
UCC-3 FILING
IRS STATUS BUNDLE
REGISTERED TREASURY BONDS
FOLLOW-UP INSTRUCTIONS
*1 HOUR CONSULTATION INCLUDED
*MAILINGS, FILINGS, NOTARIZATION-NOT INCLUDED (AVAILABLE AL LE CARTE)
ESTATE PLANNING AND TRUST CON'T.
WEALTH MANAGEMENT, ASSET PROTECTION, AND TESTAMENTS
DIY REVOCABLE LIVING TRUST BUNDLE
*TEMPLATES AND INSTRUCTIONS TO DRAFT YOUR OWN DOCUMENTS ONLY
*NO CONSULTATION INCLUDED
*NO FOLLOW UP INSTRUCTIONS
*NO MAILINGS OR FILING INSTRUCTIONS,
-MEMORANDUM OF TRUST
-TRUST AGREEMENT
-ARTICLES OF TRUST
-ASSET SCHEDULE
-FEE SCHEDULE
-EIN ASSIGNMENT
-DPOA AGREEMENT
-IRS STATUS BUNDLE
LIFE ESTATE BUNDLE
*DONE FOR YOU SERVICE
*FILING & MAIL COST NOT INCLUDED
-LIFE ESTATE DEED
-POUR-OVER WILL
-COUNTY FILING
-PUBLIC NOTICE
-OFFICIAL EXECUTIVE NOTICE
-LIVING WILL (OPTIONAL)
-MEDICAL DIRECTIVE POA
-CONVEYANCE DEED (IF APPLICABLE)
-TRANSFER AGREEMENT (IF APPLICABLE)
-ESTATE TRUST DECLARATION
-TESTAMENTARY TRUST
DIY LIVING WILL BUNDLE
*TEMPLATES AND INSTRUCTIONS TO DRAFT YOUR OWN DOCUMENTS ONLY
*NO CONSULTATION INCLUDED
*NO FOLLOW UP INSTRUCTIONS
*NO MAILINGS OR FILING INSTRUCTIONS
DPOA
FDPOA
MEDICAL DIRECTIVE POA
LIVING WILL
LIFE ESTATE DEED
LIFE ESTATE DECLARATION
ALL SALES ON ALL DO-IT-YOURSELF DIGITAL PRODUCTS ARE FINAL. NO REFUND!!!