1410 Rocky Ridge Dr
Suite 340,
Roseville, CA 95661
Phone: 916-786-7515
Email:
lynndean@surewest.net

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Services

As estate planners, we prepare documents that assist in the transfer of assets upon the passing of the client.  Most estate planning today involves the preparation or management of one or more of the following documents or services:

Living (Revocable) Trust

Wills

Financial Power of Attorney

Advance Health Directive

Special Needs Trusts

Durable Powers of Attorney

Living Wills (Directive to Physicians)

Document Review and Updates