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Strategic Planning Group

Simple Estate Planning Documents Package

View more by: Strategic Planning Group

$ 199

Value: $ 395

Delivered by Mail

Pickup at Station

At The Strategic Planning Group, their goal is to assist you in identifying and reaching your own financial goals. Their services include everything from financial planning and social security to RMD and income planning!

This certificate can be redeemed for a Simple Estate Planning Documents package. The package includes:

  • Last Will and Testament
    • Name your Personal Representative for your Estate (Executor)
    • Includes named guardians for any minor children
    • Specific Bequests List
    • Funeral preferences
  • Durable Financial Power of Attorney
    • Includes your chosen "Attorney-in-fact" for financial matters
    • You can choose "springing" or "immediate"
    • Honored at banks, mortgage companies, 401(k) and brokerage firms
  • Health Care Power of Attorney
    • Including your chosen "Patient Advocate" and contingent choices
    • Your wishes for medical treatment and end of life care
    • Honored at most hospitals, doctor's offices and medical facilities
  • Lady Bird Deed
    • To be filed at your county Registrar of Deeds (County filing fee is $30)
    • Adds a "Grantee(s)" for your property upon your death
    • Property Transfer Affidavit to file at County Tax Assessor (Homestead)
  •  Beneficiary Review
    • A simple one-page checklist to make sure your beneficiaries are right

More information and Specs

No cash value; no cash/credit back. Not valid with other offers. Must use entire voucher in same visit. Max two per visit. Expires 90 days from purchase.

10 N. Lapeer St.
Lake Orion, MI 48362
P: (810) 278-2206

Additional Terms and Conditions

Standard terms and conditions apply. Please visit our Terms of Service Page for more details.

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