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