Caplan Wilkinson - Individual Estate Plan
Value: $2,800
Donated By:
Caplan Wilkinson
Description:
This Individual Estate Plan will include a comprehensive planning session with an estate planning and elder law attorney, who will prepare the following:
- Revocable Living Trust (or an Amendment to or Restatement of your existing trust), Trust Certificate and Declaration of Trust
- Pourover Will(s)
- A Nomination of Guardian(s), if applicable
- Property Assignment(s), if applicable
- Durable Power(s) of Attorney
- Health Care Directive(s)
- Dementia Directive(s)
- HIPAA Waiver(s)
- Final Disposition Instructions
- Trust Transfer Deed (limited to one California property; additional properties can be added at an additional cost negotiated with the attorney)
- Guidance regarding the management of all trust assets and retirement accounts
Restrictions:
Must contact the firm for initial consult.Subject to regulations and some may not be eligible in the event of conflicts of interest.
Willow Glen Elementary PTA 1425 Lincoln Avenue, San Jose, CA 95125 (408) 535 -6265
https://wge.sjusd.org Federal Tax ID# 94-6174790