Personal Family Plan
*Price shown is a deposit
Your Plan Includes everything in the Classic plan plus:
- Revocable Living Trust
- Lifetime Incapacity Protection
- Pet Trust(s)
We will prepare the deed by transferring your home into the trust. Additional asset transfers (trust funding) may be handled by you with guidance from us, or we can handle them for your peace of mind for an additional fee.
For the family or individual who wants the assurance and peace of mind of knowing their family wealth will be passed on to their children or heirs with the most ease and convenience possible, without court involvement or the unnecessary delays and expenses of a lengthy and public probate process. This is also for those who want lifetime incapacity protection, maintenance of privacy, and the reduction of the financial burdens on their families following their death.
Personal Family Plans start at $3500