Lonich, Patton, Ehrlich, and Policastri Family Estate Plan
Value: $5,000
Donated By:
Lonich, Patton, Ehrlich and Policastri
Description:
This Estate Plan for your family includes a comprehensive planning session with an experienced estate planning attorney to develop a complete estate plan including:
Revocable Living Trust
Pour Over Will
Property Declaration
Durable Power of Attorney
Health Care Directive
Trust Transfer Deed (limited to one California property- additional properties can be added at
and additional cost negotiated with the attorney)
Schedule of Assets direction regarding the management of all trust assets and retirement
accounts.
Revocable Living Trust
Pour Over Will
Property Declaration
Durable Power of Attorney
Health Care Directive
Trust Transfer Deed (limited to one California property- additional properties can be added at
and additional cost negotiated with the attorney)
Schedule of Assets direction regarding the management of all trust assets and retirement
accounts.
Restrictions:
Contact for appointment. Initial review required.Willow Glen Elementary PTA 1425 Lincoln Avenue, San Jose, CA 95125 (408) 535 -6265
https://wge.sjusd.org Federal Tax ID# 94-6174790