Specializing in Estate and Retirement Planning
Serving Seniors, Families & Businesses since 1991
Services at Lifeline Estate Services…we can provide you assistance today:
Explanation of Living Trust
Maintaining your Trust / Changing Trustee
Procedure after Death / Information for Successor Trustee
Asset Transfers
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
Whenever two licensed medical doctors certify in writing that I am unable to manage my affairs
Living Will / Durable Power of Attorney for Health Care
Community Property Agreement
