Client Referral - Estate Plan
Included w/ Trust Estate Plans: Lifetime Amendments Transferring Two (2) Michigan Deeds (Additional MI Deeds - $100 per) Out of State Deeds - 3rd Party (usdeeds.com) $295-310 per deed Docubank (HcPOA & Emergency Contacts Card) Included 5 years
Client Full Name
First Name
Last Name
Spouse Full Name
First Name
Last Name
Primary Client Email
example@example.com
Primary Client Phone Number
Please enter a valid phone number.
Street Address - Address, Zip Code, City, State
Estate Plan Type:
Individual - Trust Estate Plan ($2,300 = 20% Discount)
Individual - Will Estate Plan ($1,700 = 10% Discount)
Married Joint Trust - Trust Estate Plan ($3,000 = 20% Discount)
Married Separate Trusts - Trust Estate Plan ($3,700 = 20% Discount)
Married - Will Estate Plan ($2,200 = 10% Discount)
Estate Plan Review - ($350) *** Can be applied to identified services
Discount (if applicable):
Friends and Family Discount (additional 10%)
Case Description / Notes?
Referral Rep Name:
*
Referral Rep eMail:
*
example@example.com
Referral Rep Phone:
*
Submit
Should be Empty: