Basic Income-Only Trust Package

The Ultimate Do-it-Yourself Kit! 

This package is for those individuals who know they can complete the necessary steps to submit an Income-Only Trust to ALTCS on their own.

1. Income-Only Trust Document prepared by our Legal Document Preparer
2. Basic to-do list to complete before submission to ALTCS.

$250.00 (does not include printing, mailing, or signing of the Trust with a Notary)

At this time we only email the Basic package.

Step 1: Complete the Income-Only Trust Questionnaire (located under “Step 1”) and hit submit. This questionnaire is needed to personalize the trust.

Step 2: Order the package here. After you purchase, we will contact you with any additional questions.

If you have any of the following questions, there is no charge to answer: 1. What comes with the package? 2. What does the package include? 3. When will I get the package? 4. Who prepares the package?, etc.

If you have any of the following questions, we charge $120.00 per hour (with a 15 minute minimum) to answer: 1. How does the Income-Only Trust help my loved one get qualified? 2. What do I need to do in order for the Income-Only Trust to help get my loved one qualified for ALTCS? 3. Is an Income-Only Trust the only thing I need for my loved one to get qualified? 4. Will you complete the entire ALTCS application for my loved one?, etc. However, if you have any of the above questions, we recommend ordering our Premium Income-Only Trust Package and/or setting up an initial consultation.

You can learn about the Standard and the Premium Income-Only Trust Packages.

Step 1

Step 2

Basic Income-Only Trust

$250.00

+ Income-Only/Miller Trust Preparation
+ Basic To-Do List

$250

Basic Bundle

$999

Premium Bundle

$500

Standard Bundle

FREE ALTCS Assessment

Find out if you are potentially eligible for ALTCS.

FREE IOT Need Assessment

Find out if you may need an Income-Only Trust.