Protecting Your Legacy With Affordable Living Trust Packages
$350 Million
Assets Protected to Date
98.35%
Customer Satisfaction Rate
27-Day
Average Trust Creation
INDIVIDUAL REVOCABLE LIVING TRUST PACKAGE
$1249*
Free 30 min Consultation
A $150 Non-Refundable Deposit is Required to Secure Your Place and Initiate the Process
Living Trust Package Includes:
- 2 Hour Education and Directive-Consultation
- 1 Hour Successor Trustee Consultation
- Annual Trust Review
- Preliminary Title Report
- Home Value Estimate
- Living Trust
- 1 Deed Transfer
- Pour-over Will
- Springing Durable Power
- Advance Health Care Directive
- Physician's Directive
- Asset Transfer Instructions
- Executor Instructions & Checklist
- Glossary of Estate Planning Terms
- Set in 3-Ring Binder
- Woven Ivory Thick Paper
- *THE $150 NON-REFUNABLE DEPOSIT WILL BE CREDITED TOWARDS THE TOTAL COST OF YOUR LIVING TRUST.
- **DOES NOT INCLUDE NOTARY FEES, COUNTY, AND STATE RECORDING FEES
COUPLES REVOCABLE LIVING TRUST PACKAGE
$1349*
Free 30 min Consultation
A $150 Non-Refundable Deposit is Required to Secure Your Place and Initiate the Process
Living Trust Package Includes:
- 2 Hour Education and Directive-Consultation
- 1 Hour Successor Trustee Consultation
- Annual Trust Review
- Preliminary Title Report
- Home Value Estimate
- Living Trust
- 1 Deed Transfer
- Pour-over Will
- Springing Durable Power
- Advance Health Care Directive
- Physician's Directive
- Asset Transfer Instructions
- Executor Instructions & Checklist
- Glossary of Estate Planning Terms
- Set in 3-Ring Binder
- Woven Ivory Thick Paper
- *THE $150 NON-REFUNDABLE DEPOSIT WILL BE CREDITED TOWARDS THE TOTAL COST OF YOUR LIVING TRUST.
- **DOES NOT INCLUDE NOTARY FEES, COUNTY, AND STATE RECORDING FEES
STAND ALONE DEED TRANSFER PACKAGE
$379*
(*200 each additional property with Trust Package)
Free 15 min Consultation
A $150 Non-Refundable Deposit is Required to Secure Your Place and Initiate the Process
Deed Transfer Package Includes:
- Quit Claim Deed
- 1 Hour Education and Directive Consultation
- State Exemption (If qualified)
- Preliminary Title Report
- Documentary Transfer Affidavit
- Post Recording Preliminary Title Report
- Filing of Deed
- *THE $150 NON-REFUNDABLE DEPOSIT WILL BE CREDITED TOWARDS THE TOTAL COST OF YOUR DEED TRANSFER.
- **DOES NOT INCLUDE NOTARY FEES, COUNTY, AND STATE RECORDING FEES
ATTORNEY REVIEW OR LEGACY TRUST
$479 & up**
Living Trust Package Includes:
- **LEGACY TRUST-ASK FOR PRICING
- Review of Living Trust
- Review Deed Transfer
- Review Certification of Trust
- Review Pour-over Will
- Review Springing Durable Power of Attorney for Finances
- Review Advance Health Care Directive
- Review Physician's Directive
- **LEGACY TRUST-ASK FOR PRICING