Eagle Planning Group

Your Agent with NO AGENT FEES

EAGLE PLANNING GROUP: Trusts, Wills, Estates, Taxes, Financial Planning, Senior Care, Probate, et al.
14451 Chambers Road
Suite 210
Tustin, CA 92780

ph: (714) 838-2923
alt: (800) 513-8005

Programs

 Wills, Trusts

SILVER

 This is the basic, self-help service at your specific direction.   These are attorney-approved forms and documents.

GOLD

 Make your choices, and have an attorney review them for you and endorse or make recommended changes/enhancements.

PLATINUM

 For those that have exceptionally unique needs, and require specific legal advice we can facilitate the appropriate counsel to meed your needs.

Add a Diamond

 This defines the term "value-added."  It includes professionally printed and bound documents, free Notarial service in our office for life, a second full set of executed documents in case of loss or misplacement, printed ID cards with key inforamtion, and quarterly newsletter service.

 

 

 

A Division of Tamrus-Rose Corporation

Cal. OC Legal Document Assistant # 206, Exp  6/1/2010

Cal. Notary Public # 1654852

 

 

 

 

 

 

 

EAGLE PLANNING GROUP: Trusts, Wills, Estates, Taxes, Financial Planning, Senior Care, Probate, et al.
14451 Chambers Road
Suite 210
Tustin, CA 92780

ph: (714) 838-2923
alt: (800) 513-8005