Lifeline Estate Planning Porfolio       

  • Explanation of Living Trust

  • Maintaining our Trust / Changing Trustee

  • Procedure after Death / Information for Successor Trustee

  • Asset Transfers

  • Living Trust

  • Schedules of Assets, Names of Advisors and Funeral Wishes

  • Certificate of Trustee Authority and Power

  • Pour Over Will

  • Durable Power of Attorney:

  • Financial Power

  • Medical Power

  • Mental Power

  • Living Will / Durable Power of Attorney for Health Care

  • Community Property Agreement