Estate Planning

Initial meeting,

Preparation of the following documents:

• A “Family/Revocable Trust”

• Pour-over will

• Durable Power of Attorney for Finance

• Advance Health Care Directives

• Medical privacy release (HIPAA)

Brief telephone calls about your estate plan

Minor changes to the draft documents-examples: changing agent names “filling in some blanks”

Schedules of your trust and non-trust assets

Trust transfer deed and a Preliminary Change of Ownership Report for your residence

Preparation of final documents for you to sign,

A meeting to sign documents in our office

Notary fees for documents prepared

 An additional copy of your documents along with your originals