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Posted : Wednesday, August 28, 2024 06:57 PM
QUESTIONS OR READY TO START? CALL/ TEXT ATTORNEY PAUL DENNI 949-973-6478
*** GET YOUR LOW-COST LIVING TRUST ***
Features
- Distribute your property better, faster, and cheaper than a will
- Save time and money by avoiding probate court
- Preserve your privacy by keeping the details of your estate out of the public eye and off the court's record
- Create a vessel that grows with you as your assets grow
- Pass your wishes and property to your loved ones with clarity
- Gain clarity on your vision for the future
- Have peace of mind caring for your loved ones, before it’s too late
Pricing FOR LOW-COST TRUST
- $925 (If Paid in Full, Upfront) - Get a discount of $275 when you pay for the Low-Cost Living Trust in full, upfront, PLUS, receive the Living Trust Improvement Kit (described in detail below) - a collection of 5 important legal documents that support, improve, and enhance your Living Trust, valued at $325, for FREE! The $275 discount + access to all of the documents inside the Living Trust Improvement Kit (valued at $325) for FREE, amounts to a total value add of $600! OR.
.
.
- $1,200 (with Payment Plan) - Get started today for just one payment of $600 and pay the rest later! (2nd payment of $600 due in 30 days, documents delivered once paid in full) QUESTIONS OR READY TO START? CALL/ TEXT ATTORNEY PAUL DENNI 949-973-6478 *** GET YOUR LIVING TRUST IMPROVEMENT KIT *** Features - The Living Trust Improvement Kit includes all 5 of the valuable legal documents below that serve and support your Living Trust, PLUS, Attorney Paul Denni will draft additional versions of these documents for spouses who need their own version based on his/her own unique set of circumstances - Here's what's in the Kit: 1) Certification of Trust - Keep the details of your trust private - this document keeps the details of your Living Trust private from banks and other entities asking for a copy of your trust, without exposing all of the private terms of your trust.
- Save paper - why print your entire trust which can be up to 30 pages or more, when you can print this two-page document instead? - Legal Accuracy - the law requires a Certification of Trust to include certain specific terms and information, or otherwise courts will declare it invalid.
We make sure this document complies with all legal requirements so it can do what it is meant to do, without any roadblocks.
2) Assignment of Personal Property - Give your Living Trust control of your personal property assets - your Living Trust is not of much value if it does not control your assets, and your Living Trust cannot control your assets if it is not "funded" with your assets; the Assignment of Personal Property legally funds your living trust with your personal property assets, so these assets can be controlled according to the wishes you've set forth in your Living Trust.
- Includes one for each spouse.
3) Personal Property Memorandum - Give specific personal property items away efficiently without re-drafting, restating, or amending your Living Trust - allows you to give specific personal property items like jewelry, art, antique furniture, etc.
to specific individuals, even (and especially) after your trust has already been created, making it a breeze to deal with giving specific items of personal property to specific individuals, according to your whim.
- Works together with the terms set forth in your Living Trust.
- Includes one for each spouse.
4) Remembrance & Services Memorandum - Relay your wishes to your loved ones - this document allows you to specify details for your funeral service, how you'd like your remains to be handled, and other such details, and gives a guiding framework to answer questions and communicate your wishes with clarity to the loved ones you leave behind.
- Includes one for each spouse.
5) Funding Instructions - Understand how to "fund" your trust with unique assets - this document explains how to fund your Living Trust, once Attorney Paul Denni has set it up for you, with certain assets like retirement accounts, life insurance, real estate, and other types of unique property, and helps you decide the pros and cons of funding your trust with this property vs.
leaving it outside of your Living Trust for tax, liability, or other reasons.
Pricing for LIVING TRUST IMPROVEMENT KIT: - FREE when you purchase the Low-Cost Living Trust (described above) and pay in full, OR.
.
.
.
- $325 (Bundled Price) - Save $100 when you buy all 5 of these important estate planning documents as a bundle, each of which will help support and improve your Living Trust, OR.
.
.
.
- Piecemeal Prices (Cost of Document When Purchased Separately) - Certification of Trust ($75) - Assignment of Personal Property ($105) - Personal Property Memorandum ($75) - Remembrance & Services Memorandum ($75) - Funding Instructions ($95) QUESTIONS OR READY TO START? CALL/ TEXT ATTORNEY PAUL DENNI 949-973-6478 *** GET YOUR ESTATE PLAN BONUS BUNDLE *** Features - The 3 documents included in the Estate Plan Bonus Bundle described below are considered essential pieces of a complete estate plan by most practitioners - Attorney Paul Denni will draft additional versions of these documents for spouses who need their own version based on his/her own unique set of circumstances - Here's what's in the Bonus Bundle: 1) Power of Attorney - Handle financial affairs when you're incapacitated or just need the help - allows you to appoint one or more agents to assist in handling financial matters if you become incapacitated or during the occurrence of any other events you decide upon.
Includes one for each spouse.
2) Advance Healthcare Directive w/ HIPAA Release - Appoint someone to help you w/ your medical care - allows you to appoint one or more medical agents to assist with healthcare decisions when you're incapacitated; also allows you to make important healthcare decisions ahead of time so you're loved ones aren't left guessing; let's you waive medical confidentiality barred from access by HIPAA to allow your medical agent access to needed healthcare documents.
Includes one for each spouse.
3) Pour-Over Will - A "catch-all" to help you avoid probate court - puts any property into your living trust that was accidentally left out; allows for a quick probate of property unaccounted for by your Living Trust and simply "pours" such property back into your Living Trust to be handled under the general terms you've set forth in your Living Trust; saves time, expense, and headache dealing at length with the probate court Pricing for ESTATE PLAN BONUS BUNDLE: - $450 (Best Deal) - Save $300 off the piecemeal prices and pay just $450 for the Estate Plan Bonus Bundle when you also purchase the Low-Cost Trust and pay in full, OR.
.
.
.
- $550 (Bundled Price) - Save $200 when you buy all 3 of these documents as a bundle, and thank your lucky stars you're taking care of some of the most common estate planning issues that arise when managing your estate over time, OR.
.
.
Piecemeal Prices (Cost of Document When Purchased Separately) - Power of Attorney ($125) - Advance Healthcare Directive w/ HIPAA Release ($125) - Pour-Over Will ($500) QUESTIONS OR READY TO START? CALL/ TEXT ATTORNEY PAUL DENNI 949-973-6478
.
.
- $1,200 (with Payment Plan) - Get started today for just one payment of $600 and pay the rest later! (2nd payment of $600 due in 30 days, documents delivered once paid in full) QUESTIONS OR READY TO START? CALL/ TEXT ATTORNEY PAUL DENNI 949-973-6478 *** GET YOUR LIVING TRUST IMPROVEMENT KIT *** Features - The Living Trust Improvement Kit includes all 5 of the valuable legal documents below that serve and support your Living Trust, PLUS, Attorney Paul Denni will draft additional versions of these documents for spouses who need their own version based on his/her own unique set of circumstances - Here's what's in the Kit: 1) Certification of Trust - Keep the details of your trust private - this document keeps the details of your Living Trust private from banks and other entities asking for a copy of your trust, without exposing all of the private terms of your trust.
- Save paper - why print your entire trust which can be up to 30 pages or more, when you can print this two-page document instead? - Legal Accuracy - the law requires a Certification of Trust to include certain specific terms and information, or otherwise courts will declare it invalid.
We make sure this document complies with all legal requirements so it can do what it is meant to do, without any roadblocks.
2) Assignment of Personal Property - Give your Living Trust control of your personal property assets - your Living Trust is not of much value if it does not control your assets, and your Living Trust cannot control your assets if it is not "funded" with your assets; the Assignment of Personal Property legally funds your living trust with your personal property assets, so these assets can be controlled according to the wishes you've set forth in your Living Trust.
- Includes one for each spouse.
3) Personal Property Memorandum - Give specific personal property items away efficiently without re-drafting, restating, or amending your Living Trust - allows you to give specific personal property items like jewelry, art, antique furniture, etc.
to specific individuals, even (and especially) after your trust has already been created, making it a breeze to deal with giving specific items of personal property to specific individuals, according to your whim.
- Works together with the terms set forth in your Living Trust.
- Includes one for each spouse.
4) Remembrance & Services Memorandum - Relay your wishes to your loved ones - this document allows you to specify details for your funeral service, how you'd like your remains to be handled, and other such details, and gives a guiding framework to answer questions and communicate your wishes with clarity to the loved ones you leave behind.
- Includes one for each spouse.
5) Funding Instructions - Understand how to "fund" your trust with unique assets - this document explains how to fund your Living Trust, once Attorney Paul Denni has set it up for you, with certain assets like retirement accounts, life insurance, real estate, and other types of unique property, and helps you decide the pros and cons of funding your trust with this property vs.
leaving it outside of your Living Trust for tax, liability, or other reasons.
Pricing for LIVING TRUST IMPROVEMENT KIT: - FREE when you purchase the Low-Cost Living Trust (described above) and pay in full, OR.
.
.
.
- $325 (Bundled Price) - Save $100 when you buy all 5 of these important estate planning documents as a bundle, each of which will help support and improve your Living Trust, OR.
.
.
.
- Piecemeal Prices (Cost of Document When Purchased Separately) - Certification of Trust ($75) - Assignment of Personal Property ($105) - Personal Property Memorandum ($75) - Remembrance & Services Memorandum ($75) - Funding Instructions ($95) QUESTIONS OR READY TO START? CALL/ TEXT ATTORNEY PAUL DENNI 949-973-6478 *** GET YOUR ESTATE PLAN BONUS BUNDLE *** Features - The 3 documents included in the Estate Plan Bonus Bundle described below are considered essential pieces of a complete estate plan by most practitioners - Attorney Paul Denni will draft additional versions of these documents for spouses who need their own version based on his/her own unique set of circumstances - Here's what's in the Bonus Bundle: 1) Power of Attorney - Handle financial affairs when you're incapacitated or just need the help - allows you to appoint one or more agents to assist in handling financial matters if you become incapacitated or during the occurrence of any other events you decide upon.
Includes one for each spouse.
2) Advance Healthcare Directive w/ HIPAA Release - Appoint someone to help you w/ your medical care - allows you to appoint one or more medical agents to assist with healthcare decisions when you're incapacitated; also allows you to make important healthcare decisions ahead of time so you're loved ones aren't left guessing; let's you waive medical confidentiality barred from access by HIPAA to allow your medical agent access to needed healthcare documents.
Includes one for each spouse.
3) Pour-Over Will - A "catch-all" to help you avoid probate court - puts any property into your living trust that was accidentally left out; allows for a quick probate of property unaccounted for by your Living Trust and simply "pours" such property back into your Living Trust to be handled under the general terms you've set forth in your Living Trust; saves time, expense, and headache dealing at length with the probate court Pricing for ESTATE PLAN BONUS BUNDLE: - $450 (Best Deal) - Save $300 off the piecemeal prices and pay just $450 for the Estate Plan Bonus Bundle when you also purchase the Low-Cost Trust and pay in full, OR.
.
.
.
- $550 (Bundled Price) - Save $200 when you buy all 3 of these documents as a bundle, and thank your lucky stars you're taking care of some of the most common estate planning issues that arise when managing your estate over time, OR.
.
.
Piecemeal Prices (Cost of Document When Purchased Separately) - Power of Attorney ($125) - Advance Healthcare Directive w/ HIPAA Release ($125) - Pour-Over Will ($500) QUESTIONS OR READY TO START? CALL/ TEXT ATTORNEY PAUL DENNI 949-973-6478
• Phone : (949) 973-6478
• Location : Anaheim,CA
• Post ID: 9092437133
