ESTATE PLAN (couple)
If both spouses do not have common beneficiaries and nominees, please do NOT buy this package. Please contact us for guidance.
Purpose:
This package enables California married couples or registered domestic partners to create a basic estate plan for their family. It does not include any tax planning, special needs planning, trust funding or title work. It also does not create sub-trusts, deferred distribution post-death, non-U.S. asset planning, and other complex trust structuring or estate planning matters. A basic estate plan allows couples to designate post-death beneficiaries of their estate (i.e., assets), nominate agents to manage their estate plan and make their financial and medical decisions during their incapacity and after their death, and (if applicable), nominate guardians for their minor child(ren). Documents Only Fee: $750 Add-ons:
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Documents Included:
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If you already have an account on our portal, then please log-in to your account.
Your customized estate planning documents will be emailed to you within three business days of your payment.