Estate Planning

Estate Planning for Everyone

What if you could offer them a one-stop-shop estate planning experience and save them thousands of dollars in attorney fees, as well as helping them avoid probate costs?

  • No permits/license required.
  • Earn commission for each plan completed.
  • Available in all 50 states.
  • Complete with clients in as little as 90 minutes.
  • Clients have the opportunity to access and change documents at any given time.
  • Secure central location available for all client’s estate planning documents.

Estate Planning for Your Clients

  • Revocable Living Trust
    • Income Only Option
    • A/B Trust Option
    • Spendthrift Provisions
    • IRA “Look-through”
    • Optional Sub-Trust for Children
  • Certificate of Trust
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will
  • Advance Directives
  • Online Funding Kit
  • Unlimited Funding Letters
  • Last Will & Testament