CA ATTORNEY - WILLS, TRUSTS, LEGAL CONTRACTS

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ESTATE PLANNING

$4,500 INVESTMENT

BUILD AND PROTECT GENERATIONAL WEALTH

BUILD AND PROTECT GENERATIONAL WEALTH

ESTATE PLAN DOCUMENTS TO BE CREATED

  • Wills 
  • Revocable Living Trust 
  • Lifetime Asset Protection Trust
  • Power of Attorney 
  • Advanced Healthcare Directive 
  • Kids Guardianship Plan 
  • HIPPA Authorization & Waiver 
  • Final Disposition Instructions
  • Legacy Interview 



BUILD AND PROTECT GENERATIONAL WEALTH

BUILD AND PROTECT GENERATIONAL WEALTH

BUILD AND PROTECT GENERATIONAL WEALTH

PHASE ONE

  • Application so I can begin to Get to Know You + Your Family Dynamics 
  • Initial Meeting
    • Review Assets & Costs of Status Quo
    • You Tell Me What You Want Different
    • Decide whether we are a good fit to work together
  • Engagement & Invoice 

PHASE TWO

  • Receive Confirmation of names and fiduciaries
  • Review/Update List of Family Assets
  • Review Your Plan and Plan Documents 
  • Review Plan to Move Assets (Funding steps)
  • Answer Your Questions


PHASE THREE

  • Sign Your Plan Documents w/ Notary 
  • Create Electronic Version of All Documents 
  • Store Originals in Our Fire proof Safe
  • Deliver Binder with originals
  • Review Your Kids Protection Plan & Fiduciary Letters
  • Confirm funding steps completed
  • Conduct Legacy Interview

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