Image 1 of 1
Image 1 of 1
Image 1 of 1
Image 1 of 1
Our most popular trust planning package, the Family Protection Trust Package includes all of the documents and services of the Essentials and Revocable Living Trust Packages, plus important additional protections for you and your loved ones:
Enhanced Revocable Living Trust provisions, including:
Disability Panel for your protection
Disability Instructions for you (and your spouse, if you are married)
Built-in trusts for children and grandchildren with flexible provisions regarding future access to each beneficiary’s legacy from you
Personal Protection Trusts, proprietary provisions to protect your children and grandchildren from losing their inheritance to divorce, bankruptcy, lawsuits, disability, or other potential risks of life none of us can control
Protections for one spouse’s share of assets in the event surviving spouse remarries
Flexibility to protect beneficiaries during disability with Special Needs Trust
Trust Protector and other options designed to ensure your rules are carried out by people you trust
Enhanced Funding Tools (including sample letters, beneficiary designations)
Requires purchase of Essentials Package.
Price is for Individual Client.
Couples price is $5,450.00.
Our most popular trust planning package, the Family Protection Trust Package includes all of the documents and services of the Essentials and Revocable Living Trust Packages, plus important additional protections for you and your loved ones:
Enhanced Revocable Living Trust provisions, including:
Disability Panel for your protection
Disability Instructions for you (and your spouse, if you are married)
Built-in trusts for children and grandchildren with flexible provisions regarding future access to each beneficiary’s legacy from you
Personal Protection Trusts, proprietary provisions to protect your children and grandchildren from losing their inheritance to divorce, bankruptcy, lawsuits, disability, or other potential risks of life none of us can control
Protections for one spouse’s share of assets in the event surviving spouse remarries
Flexibility to protect beneficiaries during disability with Special Needs Trust
Trust Protector and other options designed to ensure your rules are carried out by people you trust
Enhanced Funding Tools (including sample letters, beneficiary designations)
Requires purchase of Essentials Package.
Price is for Individual Client.
Couples price is $5,450.00.