$5,200.00 USD

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Sarah's Personal Trust Plan

Feeling overwhelmed by the Estate Planning Process? Want an Estate Planning Life Hack? Well, this is our version of the EASY Button! All you have to do is let us know you want us to create "Sarah's Plan" for your family! This is our MOST comprehensive plan at our most reasonable price in a FRACTION of the time. By choosing this plan ahead of time, you get a HUGE discount.

What This Plan Includes:

Revocable Lifetime Asset Protection Trust (that you control during your lifetime and supports your loved ones for their lifetime)

* Wills

* Health Care Directives, HIPAA Release

* Financial Powers of Attorney

* Guardian Guide

*Asset Tracking so nothing is ever lost

* Transfer of Your Primary Residence Into Trust At No Additional Charge

*  Self-Funding Toolkit with ongoing support from the firm to guide you in transferring all of your other assets

* Option for Firm to fund your trust for you (for an additional fee)

*Free Plan Review at Year 3

*Unlimited Communication

This plan is best suited for the family that:

+ Has minor children and wants to ensure that the assets they are leaving behind are protected from 

Wants their health care wishes documented and to name a healthcare agent, and wishes to name a financial agent who can access their assets in an emergency or if they become incapacitated.

but does NOT want their loved ones to experience the delays and public nature of a probate process.

Who wants ultimate protection during their lifetime, and wants to ensure their loved one’s inheritance is protected from predators and creditors, including estate taxes.

Who owns real property, or a business, and/or more than $75,000 in assets, is concerned about lawsuits or malpractice, or has a blended family.

 

2 BONUSES:

1 Legal Mama Golden Ticket (giving your guardians a FREE Family Wealth Planning Session ($750 VALUE) and A $250 gift certificate toward their own planning

When clients choose this plan design during their Family Wealth Planning Session, this is a $6,500 flat fee plan.