California Estate Planning Package (with Trust) for Couple

Estate Planning for a Couple

Interactive workflow for drafting a complete estate plan for a married couple, which includes a revocable living trust for a couple (with instructions on what happens when one spouse predeceases another and an "optional disclaimer" trust for the surviving spouse), documents to transfer assets to that trust, health care directives, financial directives and instructions for other assets such as retirement accounts.

Implement Flat Fees in a Flash With Gavel and AltFee: How Lawyers Can Avoid the “Efficiency Penalty” - YouTube

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Implement Flat Fees in a Flash With Gavel and AltFee: How Lawyers Can Avoid the “Efficiency Penalty” Gavel

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