Operation HOPE-North County – Spring into HOPE
Auction Ends: Apr 3, 2020 05:00 PM PDT

Services

Estate Plan Preparation

Item Number
134
Estimated Value
1800 USD
Sold
750 USD to jo8ef9329
Number of Bids
1  -  Bid History

Item Description

Estate Plan preparation for a single person or couple includes preparation of a living trust and all related documents, including Wills, Powers of Attorney, Advanced Health Care  Directives, and Deeds.  

 

Item Special Note

work must be done within four months of purchase estate must be valued ‘safely’ under $11,000,000

includes the time to meet with clients

costs incurred in the work (usually, these ae just the recording fees charged by the County) ae the sole responsibility of the client

does NOT include preparation of a “special needs trust” for persons who need to make provisions for disabled persons

Does NOT include trusts requiring estate tax savings provisions - which would be found in plans for estates valued over $11,000,00

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