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
support
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.
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
support