Income-Only Trust Packages

Basic

Basic

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

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)

Standard

Standard

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

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 our Income-Only Trust Packages?

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Contact Us

480.464.4968 | 480.969.9779
info@altcsplanning.net
PO Box 458 Mesa, AZ 85211

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