Other Services included

Basic Will Package

Last Will and Testament
Healthcare Power of Attorney
Financial Power of Attorney
Secure Cloud Storage & Sharing

Trust Package

Basic Will Package

Revocable Living Trust
Certification of Trust
Pour-Over Wills
Financial Power of Attorney
Healthcare Power of Attorney
Secure Cloud Storage & Sharing

Everplans

Basic Will Package

Everplans

Securely stores your key documents and wishes in one place.

Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through ClearPath Retirement Planning, LLC, and Alphastar Capital Management is not involved in the offer, recommendation, sale, or management of commission-based fixed Insurance products. Alphastar Capital Management and ClearPath Retirement Planning, LLC are separate and independent entities. This is for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security, investment product, or investment strategy.

Other Services included

Basic Will Package

Basic Will Package

Basic Will Package

Trust Package

Basic Will Package

Basic Will Package

Everplans

Basic Will Package

Everplans

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