Estate Planning Portfolio

Craig J. Bauman Attorney at Law – California
email cjb@californialawpractice.com or call (858) 488-1497

ESTATE PLANNING PORTFOLIO

Included in the standard Estate Plan are the following:

Revocable Living Trust
Trust Asset List
Will(s) (Pour-over type)
Durable Power of Attorney for Finances
Advance Health Care Directive
Funding Instructions

Trust Transfer Deed for Home
Funding Letters
Documents Location List
Notification List
Settlement Instructions

The process for most clients is: (1) Complete information forms; (2) Initial meeting to review forms; (3) Draft documents prepared and sent to client for review; and (4) Final meeting at which all final documents are executed (Notary Public service provided at no extra charge) and funding steps reviewed.

Estate Planning in:

Alpine, San Diego
Bonita, San Diego
Bonsall, San Diego
Bostonia, San Diego
Boulevard, San Diego
Campo, San Diego
Cardiff, San Diego
Carlsbad, San Diego
Clairemont, San Diego
Chula Vista, San Diego
Coronado, San Diego
Del Mar, San Diego
Downtown, San Diego
El Cajon, San Diego
Encinitas, San Diego
Escondido, San Diego
Fallbrook, San Diego
Hillcrest, San Diego
Imperial Beach, San Diego
Jamul, San Diego
Julian, San Diego
Kearney Mesa, San Diego
Kensington, San Diego
La Jolla, San Diego
La Mesa, San Diego
Lake San Marcos, San Diego
Lakeside, San Diego
Lemon Grove, San Diego
Leucadia, San Diego
Mira Mesa, San Diego
National City, San Diego
North Park, San Diego
Ocean Beach, San Diego
Oceanside, San Diego
Pacific Beach, San Diego
Point Loma, San Diego
Poway, San Diego
Rancho Bernardo, San Diego
Rancho Santa Fe, San Diego
San Marcos, San Diego
Santee, San Diego
Solana Beach, San Diego
Spring Valley, San Diego
University City, San Diego
Vista, San Diego

For more information, please contact:
Craig J. Bauman Attorney at Law – Local to San Diego, California
email cjb@californialawpractice.com or call (858) 488-1497

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