


Basic Trust-based Estate Plan (Do it myself)
INCLUDES:
✔️ Living trust
✔️ Pour-over will
✔️ Healthcare directive
✔️ Financial power of attorney
✔️ HIPAA authorization
✔️ Certificate of trust
✔️ Schedule of assets
✔️ Bill of transfer
✔️ 30 days of free revisions
✔️ One set of printed and shipped documents
✔️ Secure document storage
INCLUDES:
✔️ Living trust
✔️ Pour-over will
✔️ Healthcare directive
✔️ Financial power of attorney
✔️ HIPAA authorization
✔️ Certificate of trust
✔️ Schedule of assets
✔️ Bill of transfer
✔️ 30 days of free revisions
✔️ One set of printed and shipped documents
✔️ Secure document storage
INCLUDES:
✔️ Living trust
✔️ Pour-over will
✔️ Healthcare directive
✔️ Financial power of attorney
✔️ HIPAA authorization
✔️ Certificate of trust
✔️ Schedule of assets
✔️ Bill of transfer
✔️ 30 days of free revisions
✔️ One set of printed and shipped documents
✔️ Secure document storage