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Our Packages

Basic Will Revocable
Living Trust
Revocable Living Trust with Lifetime Incapacity Protection for Self and Spouse and Lifetime Asset Protection Trusts for Children
Last Will and Testament
Health Care Proxy / Living Will
Financial Power of Attorney
Personal Property Memorandum
Side Letter(s) to Guardians/Trustees
Pet Memo
Life Care Wishes
Funeral Wishes
Beneficiary Designation Instructions
Recorded Explainer Video for Estate Plan Draft Review
Digital PDF Copies of all Documents
Fireproof Bag for all Originals
Fireproof Bag for all Originals
BONUS – Free Estate Administration “Roadmap” call for Executors in the Future ($350 value)

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