TEACHERS LIMITED TIME PROMOTION:
HONORING TEACHERS IN CALIFORNIA
OFFER EXPIRES 11-18-16, WOODLAND HILLS OFFICE ONLY
LIVING TRUST PACKAGES INCLUDE:
LIVING TRUST
POUR-OVER WILL
DURABLE POWER OF ATTORNEY (Assets)
ADVANCE HEALTH CARE DIRECTIVE
MEMORANDUM OF TRANSFER
PREPARATION OF 1 GRANT DEED TRANSFER TO TRUST
PERSONAL PROPERTY TRANSFER & ASSIGNMENT
HIPAA RELEASE & AUTHORIZATION FOR DISCLOSURE OF HEALTH CARE INFORMATION
NOMINATION OF GUARDIANS (For Families With Minor Children)
TRUST TRANSFER INSTRUCTIONS FOR BANKS & FINANCIAL INSTITUTIONS
FUNDING LETTER OF INSTRUCTIONS FOR ASSETS
CERTIFICATION OF TRUST
TEACHERS LIMITED TIME OFFER:
Single Persons ($495)- ($2000 value)
Married Coupled ($595) ($2500 value)
**Does not include special needs trusts for disabled beneficiaries, or sophisticated trusts. Package is a special offer honoring teachers.
Expires: November 18, 2016
WOODLAND HILLS OFFICE ONLY
CALL: 818.340.4479 Mention this promotion
You can make your appointment for any day after the expiration of the ad, but your call must arrive before 11-15-16 5p.