Teachers Promotion

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.