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Estate Planning Package

Item Number: 21
Category: Services
Retail Value: USD $3,670.00
Bidding Starts at:

USD $2,770.00

0 Bids
Minimum Bid Increment: USD $100
Time Until Opening
2
Days
:
05
Hours
:
00
Minutes
:
36
Seconds
Starts on:
Mon, Jan 01, 0001 12:00 AM
Donated By: Meridian Legal Advisors

Description

Take care of tomorrow while giving yourself something to celebrate today! This Estate Planning Package for an individual or married couple provides a comprehensive set of essential Texas estate-planning documents, paired with a 750 mL bottle of Clase Azul Reposado Tequila. Estate Planning Package includes: ๐Ÿ“‹ Revocable Living Trust ๐Ÿ“œ Pour-Over Will(s) โš–๏ธ Durable & Medical Power of Attorney(s) ๐Ÿฅ Advance Directive(s) & HIPAA Authorization(s) ๐Ÿ“„ Certificate of Trust ๐Ÿก Personal Property Assignment ๐Ÿ“ Funding Instructions ๐Ÿ  One Texas Property Transfer Deed ๐Ÿฅƒ 750 mL bottle of Clase Azul Reposado A practical package with plenty of valueโ€”and a little something special to enjoy once the paperwork is done. Plan for the future, then raise a glass to it! Package Terms: Estate planning services are limited to a standard revocable living trust estate plan for an individual or married couple with a non-taxable estate. Package does not include advanced estate or tax planning, special needs planning, irrevocable trusts, business or entity planning, or additional real property transfers. Filing, recording, governmental, and other third-party fees are not included and are the responsibility of the winning bidder. Services are subject to Meridian Legal Advisors' standard engagement procedures, including conflict review and execution of an engagement agreement.