Urban Montessori Charter School – Laughs for Learning 2014 (OLD)
Auction Ends: Mar 29, 2014 01:00 AM PDT

Services

Will & Trust Preparation for an Individual or Couple

Item Number
290
Estimated Value
1850 USD
Leading Bid
850 USD
Number of Bids
5  -  Bid History

Live Event Item

After the online close, this item went to a Live Event for further bidding. Absentee Bidding offered.

Item Description

Cross this important item off of your life to-do list! This item is for the preparation of a Will and Trust provided by John E. Gonzales-Madrid, Esq., the father of UMCS parent, Marcela Gonzales-Weyhmiller! 

John, a California-licensed attorney for over 25 years, has donated a full-service package to help you create the appropriate Will and Trust. First, he will interview you to assess your planning and estate needs, and will offer recommendations and options, tailored to your needs. For an individual or couples, this may include preparing the following:

  • Will (individual or couple)
  • Trust (sole or joint)
  • Deed for each real property to place into trust
  • Preliminary change of ownership for each real property in trust
  • Durable powers of attorney for management of property and personal affairs (one for each person)
  • Health care directive (one for each person)
This service can happen in the privacy of your own home or in his offices in Oakland or Concord, and he will record the deed to trust.

Item Special Note

Note: Not included in this scope of work are specialized trusts (additional fee required), recording fees, and informing pension/annuity managers of change of beneficiaries if pension/annuities are placed in trust.

Limitation: Documents are prepared under California law for California residents.

For more information, see http://www.lojegm.com/

 

Please note that this item will be part of the silent auction at Laughs for Learning. Online bidding ends at noon on March 20th. Please review the absentee bidding notes above to see how you can still bid on this item even if you will not be present at Laughs for Learning.