Income-Only Trust (Miller Trust) Need Questionnaire

Want to know if you or your loved one may need an Income-Only Trust now?
Complete the Income-Only Trust Need questionnaire below.

Please complete the IOT Need questionnaire below by clicking ‘NEXT’.

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FREE ALTCS Assessment

Take our FREE ALTCS Assessment to find out if you or a loved one is potentially eligible for ALTCS now!

Income-Only Trust Purchase

Loved one over the ALTCS Income Limit? Purchase our Premium Income-Only Trust package today!

Questions about your ALTCS questionnaire results?

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Contact Us

480.464.4968 | 480.969.9779
PO Box 458 Mesa, AZ 85211

Hours: 9:00 am – 5:00 pm (M-T), 9:00 am – 12:00 pm (Friday)