Our EstatePlanner Documents Organizer

Our EstatePlanner Documents Organizer
The EstatePlanner is a comprehensive estate planning and documents organizer system.This useful financial tool is the easy and efficient solution to enable your heirs to quickly locate all your important legal documents and information, and to settle your estate quickly and inexpensively. It consists of 150 pages of tabbed forms, planning checklists, and estate planning information, all housed in a deluxe 3-ring binder. It comes with an instructional CD recorded by Mr. Loveridge to help you use it effectively. $79.95 + s/h. For more information, see our posting for November 28, 2008, below. To order, call us at (801) 262-8889, or email us at emarel@comcast.net. Free Bonus when you order The EstatePlanner: Mr. Loveridge's 172-page estate planning course, "How To Avoid Probate, Death Taxes, and Family Civil War!"

Friday, January 04, 2013

An Annual Estate Review Can Pay Off! One of my former clients recently died but failed to convey some of her real estate to her trust. She established her trust twelve years ago, but had not contacted us for a review in all that time!  Her property, located in California, is now subject to probate; California lawyers are quoting her heirs between $10,000 and $15,000 to do the probate. Pretty expensive compared to our office's annual review fee of $79! We can't help you if you don't contact us!