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Plan & Asset Review:Individual

  • 1 hour
  • 750 US dollars
  • San Marcos Avenue

Service Description

Review of your existing estate plan, including your will, trust, power of attorney and advance health care directive. We also review all of your assets to ensure the proper beneficiaries are named or have been transferred to your Trust.

Contact Details

  • 2948 San Marcos Avenue, Los Olivos, CA, USA

    + 805-688-4943

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