VETERANS LIMITED TIME OFFER:
HONORING THOSE WHO SERVED.
OFFER EXPIRES 11-15-16, 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
VETERANS LIMITED TIME OFFER:
Single Persons ($495)
Married Coupled ($595)
**Does not include special needs trusts for disabled beneficiaries, or sophisticated trusts. Package is a special offer honoring those who served.
Expires: November 15, 2016
WOODLAND HILLS OFFICE ONLY