Estate Planning Portfolio
Estate Planning Portfolios include a
Revocable Living Trust, Financial and Healthcare and Mental Healthcare Powers of Attorney, Living Will, Pour-Over Will*, Trust instructions and one item placed into trust (usually people chose their home property).
*Last Will and Testament used to put anything outside of the Trust into the Trust upon your passing.
If you are single you can purchase a Estate Planning Portfolio from our office, here for $1,299.00.
If you are married you can purchase a Estate Planning Portfolio from our office, here for $2,199.00.
If you are single or married you can purchase a Estate Planning Portfolio to complete yourself (start with a 5 day free trial), here for $1,495.00.
FREE ALTCS Assessment
Take our FREE ALTCS Assessment to find out if you or a loved one is potentially eligible for ALTCS now!
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!