What is an Estate Package?

August 8, 2017

1) A complete Estate Package provides for all of your estate needs, both during life and then upon death. The Estate Package may consist simply of a Last Will and Testament, Durable Powers of Attorney for Healthcare, and Asset Management in the Event of Incapacity with Nomination, if needed, of a Conservator of the Person and Estate; or 


 2) One may elect to use the 'Living Trust' process which would include a Declaration of Trust, Last Will and Testament, Grant Deeds transferring title to the Trustee, a Certificate of Trust Existence and Authority, a Durable Power of Attorney for Healthcare, and a Durable Power of Attorney for Asset Management in the Event of Incapacity with Nomination, if needed, of a Conservator of your Person and Estate.

 

 

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Noe Valley Law Offices

1330 Castro Street San Francisco, CA 94114 (Directions)

(415) 641-8687

noevalleylaw@sbcglobal.net

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Friday, 9am - 12pm by Appointment