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When: Tuesday, September 24, 2019
Where: GMFCU’s Soabar Branch (2200 Soabar Street, Greensboro)
Reservations: Call Heather at 336-433-7286
Frank Drake with Smith Debnam Attorneys at Law will be taking 30-minute private appointments to discuss Wills and Estate Planning.
During the appointment, Frank will help you with your estate planning needs and getting documents in order. You will be asked to come back a few weeks later for a 15-minute session where final documents are reviewed and signed.
While couples (spouses or companions) are encouraged to attend all meetings together, both parties are only required to attend the 15-minute review and signature meeting.
Here is a list of the services Frank Drake will offer on 9/24:
Premium Will Package
Single Person: $395.00
Couples (spouses or companions): $595.00
Includes:
• Basic Will(s)
• Testamentary Trusts for minor dependents, if needed
• Financial/Healthcare Power of Attorney
• Living Will(s) ($25 surcharge for each living will ordered separately)
Basic Will Package
Single Person: $250.00
Couples (spouses or companions): $450.00
Includes:
• Basic Will(s)
• Testamentary Trusts for minor dependents, if needed
Basic Power of Attorney Package
Single Person: $75.00
Couples (spouses or companions): $150.00
Fees for the package you choose will be due in full at the close of the meeting on 9/24/19 and can be paid in cash, check, or card. A non-refundable deposit of $50 is due to reserve your space and will be credited towards the package you purchase on 9/24/19. This deposit can be paid in cash or check at GMFCU no later than 9/17/19 (sorry, no card transactions available).
TO RESERVE YOUR SPOT: call Heather at 336-433-7286. Appointments are given on a first come, first serve basis. Please have a few available times in mind in case the first time you requested is taken. Once we have confirmed your time, we will give you instructions on paying your $50 deposit. If you reach our voicemail, please leave a message with a daytime call-back number and three appointment times you’re interested in.
We expect this to fill up fast, so please call Heather as soon as possible to schedule your appointment.