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Your Trust(s)
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All Custom Trust-Based Plans Include:
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Concierge Direct-to-You Services
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All Communications
(phone/text/email/web conference)
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Pour-Over Will(s)
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Advance Directive(s)/Living Will(s) + Five Wishes®
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Financial Powers of Attorney
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Healthcare Powers of Attorney
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HIPAA Releases
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Legacy Interview
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Deliberate Family Planning
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Family Meeting
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Certificate of Trust
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Deed Transfer to Trust
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Trust Funding Instructions
(done for you also available)
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Plan Summary with Flowchart
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Notary Services
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Legacy Plan Binder
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USB of All Files
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Lifetime Secure Digital Document Storage
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Add the Legacy Sustainment Plan ($1000/year)