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Estate Planning Support

We assist with comprehensive estate planning document preparation to support client clarity and legal compliance.

Individual Services

● Will drafting support

● Living trusts

● Powers of attorney

● Advance directives

● Deeds & trust funding

● Beneficiary forms

Service Bundles

● Basic Estate Planning Bundle

● Living Trust Bundle

● Complete Estate Organizer Bundle

● Family Protection Bundle

Ongoing Paralegal Bundles

● Annual Estate Review Bundle

● Trust Administration Support Bundle

● Document Maintenance Bundle

● Real Property Transfer Bundle