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