(1) Legal counsel at 2 meetings and an
extended phone call
(2) Last Will & Testament
(3) Testamentary Trust or Revocable Trust
(4) Durable Power of Attorney
(5) Living Will & Health Care Power of
Attorney
(6) Delegation of Authority to Consent for
Health Care of Minor Children**
(7) List of Specific Bequests of Personal
Property**
(8) General Conveyance & Declaration of
Trust Ownership**
(9) Advice regarding estate tax planning
and simplifying estate administration
(10) Summary Letter, including instructions
about beneficiary designations and
titling of assets
**If necessary
Thorp Law LLC - 6048 King Lear Drive - Indianapolis, IN 46254 - www.thorplaw.com
Joel W. Thorp, Esq. - (317) 430-4900 - joel@thorplaw.com
Kelly E. Thorp - (317) 430-4400 - kelly@thorplaw.com