(480) 987-9951 | www.WealthGuardianGroup.com
| Included Documents & Services |
Complete $1,199 ESSENTIAL |
Ultimate $1,799 MOST POPULAR |
Irrevocable $3,599 MAXIMUM PROTECTION |
|---|---|---|---|
| Revocable Living Trust | ✓ | ✓ | ✓ |
| Certificate of Trust | ✓ | ✓ | ✓ |
| Marital Property Agreement | ✓ | ✓ | ✓ |
| Last Will & Testament | ✓ | ✓ | ✓ |
| Durable Power of Attorney | ✓ | ✓ | ✓ |
| HealthCare Power of Attorney | ✓ | ✓ | ✓ |
| Mental Health Power of Attorney | ✓ | ✓ | ✓ |
| Living Will | ✓ | ✓ | ✓ |
| Memoranda & Instructions | ✓ | ✓ | ✓ |
| Administrative Documents | ✓ | ✓ | ✓ |
| Customized Transfer Letters | ✓ | ✓ | ✓ |
| One Trust Transfer Deed | ✓ | ✓ | ✓ |
| Schedule of Assets | ✓ | ✓ | ✓ |
| Guardianship for Minors | ✓ | ✓ | ✓ |
| Creditor Protection Trust | ✗ | ✓ | ✓ |
| Divorce Protection Trust | ✗ | ✓ | ✓ |
| Bankruptcy Protection Trust | ✗ | ✓ | ✓ |
| IRA Beneficiary Trust | ✗ | ✓ | ✓ |
| Irrevocable Trust (Choose One): • VA Planning Trust • Medicaid Planning Trust • Special Needs Trust • Creditor Protection Trust • Other Irrevocable Trust |
✗ | ✗ | ✓ |
(480) 987-9951
Gilbert Office
1757 E Baseline Road, Building #5, Suite #118
Gilbert, Arizona 85233
www.WealthGuardianGroup.com
Legal document services offered through Wealth Guardian Legal Documents,
an Arizona Certified Legal Document Preparer; AZCLDP #81445.