Estate Planning: Trusts, Wills, & Health Directives - Up to 65% Off

Financials By Rae LLC

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Highlights

Trust & Wills and Advance Health Directive legal document that is performed by a cost sufficient document firm here at FinancialBy RaeLLC

About This Deal

Are you looking to secure your legacy and ensure your wishes are honored? Financials By Rae LLC provides essential legal document preparation services designed to help individuals and families plan for the future. They offer customized solutions for asset distribution and medical decision-making, ensuring peace of mind.

What We Offer

  • Trust & Will Package: Revocable Living Trust or Pour-Over Will

    This package helps secure your assets and family's future. It includes the creation of either a customized Revocable Living Trust, tailored to your specific family structure and assets, or a Pour-Over Will, designed to seamlessly coordinate with your trust. Both options come with a 60-minute intake consultation, available in person or virtually, and a final document review session where documents are delivered in PDF and print-ready formats.

  • Advance Health Care Directive: Document Your Medical Wishes

    Ensure your medical preferences are clearly understood and respected with this essential legal document. It allows you to explain your health care wishes and designate a trusted individual to make medical decisions on your behalf if you are unable to. This service includes a 60-minute intake consultation, offered in person or virtually, and a final document review session with document delivery in PDF and print-ready formats.

Why You Should Grab This Offer

Financials By Rae LLC specializes in providing essential legal document preparation services, focusing on helping individuals and families secure their future. The firm's process is designed to be thorough, ensuring that each client receives documents tailored to their specific needs. This offer provides a clear path to establishing crucial estate planning documents, addressing the common concern of future asset distribution and medical decision-making. The inclusion of a 60-minute intake consultation, available both in person and virtually, offers flexibility, while the final document review ensures all plans are accurately reflected and easily accessible in PDF and print-ready formats.

FAQs

What documents are included in the Trust & Will Package?

The Trust & Will Package includes either a customized Revocable Living Trust or a Pour-Over Will designed to coordinate with your trust.

What is an Advance Health Care Directive?

An Advance Health Care Directive is a legal document that outlines your medical wishes and designates a trusted person to make health care decisions for you if you become unable to.

How long is the consultation and how is it conducted?

Each service includes a 60-minute intake consultation, which can be conducted either in person or virtually for your convenience.

How are the final documents delivered?

After the final document review session, your finalized documents will be delivered in both PDF and print-ready formats.

Are there any limits on how many vouchers I can purchase?

Customers may purchase up to 3 vouchers per person and repurchase every 30 days.

What happens if I am not a candidate for the service?

A consultation is required, and refund requests for

Fine Print

Promotional value expires 180 days after purchase. Amount paid never expires. Appointment/Reservation required. Merchant contact information will be available for you after purchase in your voucher Consultation required before service. If you are ineligible, a refund will be provided. Not valid with other offers or promotions. May be repurchased every 30 days. Limit 3 per person. All goods or services must be used by the same person. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services. Learn about Strike-Through Pricing and Savings

About Financials By Rae LLC

Financial freedom isn’t a dream — it’s a decision. I started Financial’s By Rae because I saw capable people frozen by paperwork. Taxes, tenant notices, building permits, parking tickets — the stuff nobody has time to fight. I don’t consult from the sidelines. I step in, cut the red tape, and handle the parts you dread. There’s always a way. My job is to find it, so you can move forward financially free...