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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