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.
$499 for one living trust package ($1,295 value), including:
Abstract of Trust Agreement
Certificate of Trust
Revocable (A/B) living trust
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
Schedule “A” (Asset Summary)
Support documents and certification by an attorney