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.
Standard Income-Only Trust
+ Income-Only/Miller Trust Preparation
+ Standard To-Do List
+ Blank Forms for ALTCS: IOT, Direct Deposit, Direct Debit