Estate Plan - Single Person

Service Description

Prepare for the future with an estate plan to protect your assets and lay out your health care and financial wishes for those you love. We can meet over the phone, Zoom, at your home or a convenient outdoor location. Estate Plan Includes: Living Trust (New or Restated). Pour-Over Will, Deed to Revocable Trust (1) (recording services included for San Diego County), Certification of Trust. Assignment of Personal Property, Power of Attorney, Healthcare Directive, HIPAA Release, Disposition Instructions, misc. documents as directed. Final signing appointment with Notary services included