ALTCS Benefit Planning
Veteran Benefit Planning
Basic Income-Only Trust Package
The Ultimate Do-it-Yourself Kit!
The Trust document and a basic to-do list.
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.
Unavailable until April 2019
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.
Basic Income-Only Trust
+ Income-Only/Miller Trust Preparation
+ Basic To-Do List
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.