Income-Only Trust Packages

Basic

Basic

IOT Package
$250
  • Income-Only/Miller Trust Preparation
  • Basic To-Do List
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Premium

Premium

IOT Package
$999
  • Income-Only/Miller Trust Preparation
  • Premium To-Do List
  • Completed Forms for ALTCS: IOT, Direct Deposit, Direct Debit
  • 2 Hours of IOT Consulting
  • Opening Bank of America IOT account for you (if you choose Bank of America)
  • Binder
  • Home Visit Fee (Phoenix-Metro Area)
  • Postage & Handling (value: $15.00)
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Standard

Standard

IOT Package
$500
  • Income-Only/Miller Trust Preparation
  • Standard To-Do List
  • Blank Forms for ALTCS: IOT, Direct Deposit, Direct Debit
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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!

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FREE IOT Need Assessment

Take our FREE IOT Need Assessment to find out if you or a loved one may need an Income-Only Trust now!

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Questions about our Income-Only Trust Packages?

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