$499 for a Living Trust from Heritage Tax and Insurance Services Inc. (up to a $1,295 value)

Heritage Tax and Insurance Services Inc.

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Value Discount You Save
$1,295 61% $796
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9 bought
Only 49 left

In a Nutshell

Financial and legal professionals help their clients protect assets and estates for future generations with living trust

The Fine Print

Expires 90 days after purchase. Limit 1 per person, may buy 1 additional as a gift. Limit 1 per visit. Appointment required. Merchant's standard cancellation policy applies (any fees not to exceed Groupon price). Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.

The Deal

$499 for one living trust package ($1,295 value), including:

  • Abstract of Trust Agreement
  • Certificate of Trust
  • Revocable (A/B) living trust
  • Pour-over will(s)
  • Durable power of attorney, financial
  • Durable power of attorney, health
  • Directive to physicians (Living Will)
  • Funding Documents & Directives for Trust Assets
  • Personal property gifting instructions
  • Final instruction letter(s)
  • Detailed overview for trustee of settling the estate
  • Quitclaim deed prepared and recorded
  • Notarization and witnessing
  • Homestead (optional)
  • Schedule “A” (Asset Summary)
  • Support documents and certification by an attorney
  • Free advanced estate planning review
  1. 1

    Heritage Tax and Insurance Services Inc.

    2650 Camino Del Rio N

    Suite 350

    San Diego, CA 92108


    Get Directions

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