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