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, March 20, 2009

2009 Prepaid Estate Planning Review Service. I recently mailed an invitation to our clients to subscribe to our 2009 Prepaid Review Service. For $69, you can have your estate plan (trust, will, powers of attorney, etc.) reviewed by us (anytime during 2009) to be sure it conforms to your planning objectives (additional charge for document amendments). Most law firms charge $200-300 per hour for this service, and this program is our way of helping you keep your plan updated at minimum cost. To subscribe, or to make a review appointment, please call our office at 801-262-8889.