QUITCLAIM DEEDS

AFFIDAVITS OF DEATH

LAST WILLS OF TESTAMENT, WILL “PACKAGES”, WILL CODICILS

REVOCABLE LIVING TRUSTS

SEPARATE PROPERTY TRUSTS – INHERITANCE TRUSTS

GUARDIANSHIP TRUSTS – FOR CHILDREN UNDER 18 YEARS OF AGE

SPECIAL NEEDS TRUSTS – FOR CHILDREN OR HEIRS ON SSI

IRREVOCABLE LIFE INSURANCE TRUSTS – ILITs

CHARITABLE TRUSTS

Q.P.R.T. and Q.T.I.P. Trusts

TRUST AMENDMENTS

GENERAL DURABLE POWER OF ATTORNEY Documents:  Springing or Immediate, (For Legal Matters, Financial Asset Management, and Personal Affairs)

HEALTH CARE POWER OF ATTORNEY DOCUMENTS

LIVING WILLS – Advanced Health Care Directives to Physicians

LIVING TRUST SUMMARIES – OR – TRUST ABSTRACTS

COMPREHENSIVE TRANSFER DOCUMENTS & DECLARATIONS OF INTENT

COMPREHENSIVE SETTLEMENT ASSISTANCE DOCUMENTATION       

Concierge Estate Planning Services:

Complimentary In-Home Initial Interview and Estate Planning Assessment

Lifetime Complimentary Amendments drafted for Living Trust Clients

Annual or Bi-Annual Complimentary Estate Planning Reviews (In Home)

Custom Billing Arrangements, Tailored to Your Cash Flow Situation

An Ongoing Complimentary Phone Consultation to All Amerivest Associates Clients

An Ongoing Complimentary Living Trust Amendments to Amerivest Associates Trust Clients

24 Hour EMERGENCY and toll free Message Center (800) 590 - 3020

24 Hour EMERGENCY Document Preparation, Delivery and Notarization

Complimentary Settlement Assistance for Surviving Successor Trustees & Executors

An Ongoing "TELL A FRIEND" Referral Rewards Program to Amerivest Associates Clients

An Ongoing "CONCIERGE" Service & Attitude to Regularly Assist YOU as a Client, and Your Family