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BLAINE R. PHIPPS

ATTORNEY AT LAW

7777 ALVARADO ROAD SUITE 247 LA MESA, CA 91942

888.815.3226
CALL TODAY FOR YOUR CONSULTATION!

RESOURCES

DOCUMENTS PROVIDED

A good estate plan includes providing the following documentation for you. 

  • Revocable living trust
  • Pour over will
  • Durable Power of Attorney For Health Care And Advance Directive/Health Care
  • Durable Power of Attorney For Assets
  • Nomination of Conservator
  • Appointment of Guardian For Minor or Disabled Children
  • Assignment of Furnishings and Personal Effects
  • Abstracts of the revocable living trust
  • Community Property Agreement
  • Trust Certification
  • Letter of Instruction
  • Transfer Letters, And Comprehensive Instructions and Forms for Estate Management

Other estate planning needs include providing the following documentation for you. 

  • Asset Management Trust
  • Beneficiary Trust
  • Buy Sell Agreement
  • Catastrophic Illness Trust
  • Charitable Remainder Trust
  • Family Limited Partnership
  • Generation Skipping Trust
  • Gift Trust
  • Insurance Preservation Trust
  • IRA Qualified Plan Trust
  • Land Trust
  • Separate Property Agreement
  • Special Needs Trust
  • Trust Protector Provision
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