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Spicuzza

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What does our flat rate Estate Planning fee include?

1) Revocable Trust;

2) Pour Over Last Will and Testament;

3) Durable Power of Attorney;

4) Healthcare Surrogate;

5) Living Will;

6) Complete Trust Funding;

7) One (1) Trustee Deed;

8) Fixed or Indexed Annuity, if applicable;

9) Life Insurance, if applicable;

10) Two (2) advisors for the price of one (1);

a) Florida Attorney;
b) Financial Consultant.

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Gary D. Spicuzza,
Agent-in-Charge

The Trust Group
2435 U.S. Hwy. 19
Suite 125
Holiday, FL 34691

Office: 727-945-8599