$2,999.00 USD

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Enhanced Trust Plan

DOCUMENTS

  • Private Irrevocable Living Trust
  • Schedule of Asset
  • Power of Attorney
  • Certification of Trust
  • Advanced Health Care Directive
  • Property Deed Transfer Document
  • Spendthrift Clause 
  • Lifetime Use Provision

BENEFITS

  • Enhanced Asset Protection
  • Decide what should happen in a medical emergency
  • Designate health care agents
  • Grant trusted individuals access to your medical records
  • Allows use of trust assets during lifetime

PRICES EXCLUDES

  • Cost of notarization

SUPPORT

Join the Trustee Support Network subscription at checkout to gain access to our exclusive:

  • Social Media Feed: Stay up to date with the latest news, insights, and announcements in a streamlined, easy-to-navigate feed.

  • Client Profiles: Create your own profile to personalize your experience and connect with other professionals in the network.

  • Live Q&A Support Calls: Join live sessions to get your questions answered in real time by our experts.

  • Interactive Challenges: Participate in fun and engaging challenges designed to help you stay motivated and achieve your goals.

  • Community Interaction: Like, comment, and share posts to collaborate, learn, and grow alongside your peers

 

Annual Review Reminder: Notification for annual trust review.

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