Income-Only Trust
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Standard Income-Only Trust Package
Our full Do-it-Yourself with guide Package!
This package is for those individuals who know they can complete the necessary steps to submit an Income-Only Trust to ALTCS by following step by step instructions.
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
$600.00 (does not include printing, mailing, or signing of the Trust with a Notary)
Ex. If you order on a Friday, you will receive the package on Monday.
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:
- What comes with the package?
- What does the package include?
- When will I get the package?
- Who prepares the package?, etc.
If you have any of the following questions, we charge $180.00 per hour (with a 15 minute minimum) to answer:
- How does the Income-Only Trust help my loved one get qualified?
- What do I need to do in order for the Income-Only Trust to help get my loved one qualified for ALTCS?
- Is an Income-Only Trust the only thing I need for my loved one to get qualified?
- 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.
Step 1
Step 2
Standard Income-Only Trust
$600.00
+ Income-Only/Miller Trust Preparation
+ Standard To-Do List
+ Blank Forms for ALTCS: IOT, Direct Deposit, Direct Debit
One (1) business day delivery via email
$300
Basic Bundle
$1200
Premium Bundle
$600
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.