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

San Diego

Value Discount You Save
$1,295 61% $796
Give as a Gift
Limited quantity available
Over 10 bought

In a Nutshell

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

The Fine Print

Promotional value expires 90 days after purchase. Amount paid never expires. 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
Merchant Location Map
  1. 1

    San Diego

    2650 Camino Del Rio N

    Suite 350

    San Diego, CA 92108

    +16192946010

    Get Directions

15% Bonus Savings
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