$1,499.00 USD

Essential Trust Plan

DOCUMENTS

  • Private Irrevocable Living Trust
  • Schedule of Asset
  • Power of Attorney
  • Certification of Trust

BENEFITS

  • Basic Asset Protection
  • Nominate child and/or pet guardians
  • Decide who will handle your affairs
  • Leave specific gifts (money, possessions, property, etc.)
  • Determine how your assets will be distributed
  • Exclude individuals from receiving your property
  • Specify your final arrangements
  • Note any special requests 
  • Add conditions to asset distributions
  • Avoid probate court

PRICES EXCLUDES

  • Cost of notarization

SUPPORT

1 Month Inner Circle Included:

- Exclusive Live Group Q&A

- Bi-Weekly Zoom Calls

- Recorded

- 7:30PM- 9PM EST

24/7 Support: Around-the-clock email support.

Annual Review Reminder: Notification for annual trust review.

Access to The Private Trust Learning Center: Self-help resources and downloadables.