Estate Preservation Group, LLC.
12 N. E. Racetrack Road
Fort Walton Beach, FL 32547
850-685-3314 ( direct line )
Funded Revocable Living Trust: $495.00
Documents (couple or individual) listed below to
include Warranty Deed (Life Estate Deed) preparation and estate plan organizer.
1. Summery of Trust
2. Living Trust Agreement
3. Certification of Trust
4. Assignment & Declaration of Trust
5. Last Will and Testament (includes pour-over will)
6. Durable Power of Attorney
7. Health Care Surrogate with Living Will
8. Warranty Deed (includes life estate deed)
9. Funding Schedule “A”
10. Funding Life Insurance and Annuity contracts
11. Funding IRA, CD & Brokerage accounts
12. Final Instructions with Burial Information
Note: Trust donation offer
expires Tuesday, August 31, 2010. For
more information about Estate Planning and Living Trust please view our
web-site www.estate-preservation-group.com