Stone Ranch Elementary Foundation – Spring Fling 2020
Auction Ends: May 17, 2020 09:00 PM PDT

Services

Complete Estate Planning Package

Item Number
255
Estimated Value
3000 USD
Sold
2100 USD to ec6e78f6e
Number of Bids
11  -  Bid History

Item Description

Attorney Daniel Wilson is a proud parent of a Stone Ranch Third Grader and Preschooler.  He is a State Bar Certified Specialist in Estate Planning, Trust, and Probate Law, and holds a Master of Law in Taxation.  His Office is conveniently located in Rancho Bernardo.

* Complete Estate Planning Package (valued at $3,000)

* Complete Estate Plan for Married or Single Persons Including:

  • REVOCABLE LIVING TRUST
  • CERTIFICATE OF TRUST
  • LAST WILL AND TESTAMENTS
  •  DURABLE POWER OF ATTORNEYS FOR FINANCES
  • ADVANCE HEALTH CARE DIRECTIVES
  • TRANSFER OF ALL CALIFORNIA REAL ESTATE TO TRUST
  • TRUST FUNDING AND BENEFICIARY DESIGNATION INSTRUCTIONS
  • ESTATE PLANNING NOTEBOOK

 

 

Item Special Note

* See attached Certificate for more details

Distribution of winning items will be curb-side in front of the school, no contact, on Wednesday, May 20th, 9am-12pm, by last name.

We would like to thank our sponsors....

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