Planning Packages – Choice Legal Form

Comprehensive Estate Plan

choicelegalforms — Tue, 12 Feb 2019 16:27:22 +0000

Estates of $150,000.00 to $11,400,000.00 Essential Documents Planning Package • Preparation of up to three (3) Real Estate Transfer Documents/Deeds (each additional deed cost $300) • One (1) Comprehensive Trust Agreement • Pour Over Wills-(up to two) • Health Care Declarations including HIPAA provisions (up to two ) • Durable Power of Attorney for Health Care documents (up to two) • Durable Power of Attorney documents (up to two) • Certificate/Summary/Extract of Trust documents (10-12 originals) • Formatted Letter(s) to appointed Successors/Trustees, with envelope(s) • Comprehensive Trust Instructions-general and specific • Various Funding Documents/Forms including: ■ Request to Transfer Accounts of General Assets ■ Request to Transfer Stock & Bonds ■ Request to Transfer Qualified Plans • Complete Funding Instructions • Expert Legal Consultations to customize your Estate Plan • One year of complimentary Amendment(s)/Changes as per your request or as required by law • Both Complimentary and Fee Based Settlement Assistance to your heirs upon your demise • An awesome Referral Network to ensure all of your Estate Planning Goals and Objectives are met and exceeded. • Complimentary financial review (if requested)

Tax Advantage Estate Plan

choicelegalforms — Tue, 12 Feb 2019 16:23:24 +0000

Estates over $11,400,000.00 Essential Documents Planning Package • Preparation of up to three (3) Real Estate Transfer Documents/Deeds (each additional deed cost $300) • One (1) Comprehensive Trust Agreement • Pour Over Wills-(up to two) • Health Care Declarations including HIPAA provisions (up to two ) • Durable Power of Attorney for Health Care documents (up to two) • Durable Power of Attorney documents (up to two) • Certificate/Summary/Extract of Trust documents (10-12 originals) • Formatted Letter(s) to appointed Successors/Trustees, with envelope(s) • Comprehensive Trust Instructions-general and specific • Additional Tax Advantage Provisions • Various Funding Documents/Forms including: ■ Request to Transfer Accounts of General Assets ■ Request to Transfer Stock & Bonds ■ Request to Transfer Qualified Plans • Complete Funding Instructions • Expert Legal Consultations to customize your Estate Plan • One year of complimentary Amendment(s)/Changes as per your request or as required by law • Both Complimentary and Fee Based Settlement Assistance to your heirs upon your demise • An awesome Referral Network to ensure all of your Estate Planning Goals and Objectives are met and exceeded. • Complimentary financial review (included)

Estate Preservation Package

choicelegalforms — Tue, 14 Aug 2018 23:56:23 +0000

• One (1) Comprehensive Trust Agreement • Pour Over Wills-( up to two) • Certificate/Summary/Extract of Trust documents (10-12 originals) • Formatted Letter(s) to appointed Successors/Trustees, with envelope(s) • Comprehensive Trust Instructions-general and specific • Various Funding Documents/Forms including: ■ Request to Transfer Accounts of General Assets ■ Request to Transfer Stock & Bonds ■ Request to Transfer Qualified Plans • Complete Funding Instructions • Expert Legal Consultations to customize your Estate Plan • Preparation of the Homestead Real Estate Transfer (Deed) • Personal Delivery of Planning Documents to you by Notary Public • Complimentary financial review (if requested) * Additional Deed Preparation at rate of $300.00 per Deed.

Succession Forms Packages

choicelegalforms — Tue, 14 Aug 2018 23:49:12 +0000

The staff at Choice Legal Forms will keep you informed regarding the processing, completion and fulfillment of purchased documentation. Documents are forwarded with instruction for execution. Processing time may vary per product.

Preparation Time: 7-10 days from receipt of all required items. Additional fees may apply for consultative services and additional documents required.