COMPLETING YOUR ESTATE PLAN

1

GATHER INFORMATION

Family Information

Beneficiaries

Personal Information

Medical

Decisionmakers

Guardians for Minors

Property

Financial Information

Financial 

Decisionmakers

Trustees

2

PREPARE DOCUMENTS

Trust Agreement

General Power of Attorney

Living Will

Transfer Deed

Last Will and Testament

Pourover Will

Certificate of Trust

Medical Power of Attorney

3

SIGN DOCUMENTS

At Your Convenience

We Help You

Simple Process

Legally Binding

4

TRANSFER PROPERTY

"We help you fund your trust"

Personal Residence

Bank Accounts

Insurance Policies

Investment Accounts

Real Estate

Business Interest

Personal Property

FINAL STEP...

Enjoy peace of mind.

Mail

estateplanningUS.com

1820 E. Ray Road

Chandler, AZ  85225

Call

T: 800-674-3582

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