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Existing Estate Plan Review Session

  • 2 hours
  • Cruz Law, LLC

Service Description

Blyss typically charges $850.00 for a two-hour, comprehensive Existing Estate Plan Review Session (this fee can be waived if you complete some pre-session "homework").The purpose of this session is to ensure that none of your assets will be inadvertently lost to the state department of unclaimed property, and so that your family will stay out of court and out of conflict, in the event of your incapacity or at the time of your death. To complete the existing plan review, Blyss will need to review your existing wills, trusts, or estate planning documents, and she will need a photo of your family members. She will also need to review statements for all of your bank, brokerage and retirement accounts, along with any life insurance policy statements, LLC or Partnership Agreements, and the deed to any out of state properties.

Contact Details

  • 405 West 36th Avenue, Anchorage, AK, USA

    (907) 313-9605

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