Standard Income-Only Trust Package

Our full Do-it-Yourself with guide Package!
The Trust document and a step-by-step guide.

1. Income-Only Trust Document prepared by our Legal Document Preparer
2. Step-by-step Guide to completing necessary steps before you turn into ALTCS for review
3. ALTCS, Direct Deposit/Debit Forms to complete and turn into ALTCS with Trust

$500.00 (does not include printing, mailing, or signing of the Trust with a Notary)

At this time we only email the Standard 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 Basic and the Premium Income-Only Trust Packages.

Step 1

Step 2

Standard Income-Only Trust

$500.00

+ 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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Standard IOT Package Questions?

4 + 14 =