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Submit Requests Here
ESTATE PLAN SUMMARY REQUEST
Turnaround time: 2 business days
Use this request form to have our team prepare the Estate Plan Summary word document based on your client's intake form and your design notes. You would then have your client review and approve their Estate Plan Summary, and then you would submit the Draft Request below when ready.
DRAFT REQUEST
Turnaround time: 5 business days
Use this request form to have our team prepare the full draft of the estate plan based on the finalized Estate Plan Summary from your client. We go straight to drafting with this request so please do use the form above first if you intend to pause and have your client review and approve their Estate Plan Summary first.
$300 SINGLE | $350 COUPLE
Includes Estate Plan Summary, Last Will and Testament, and State-Specific Ancillaries. Also includes Guardianship Nominations for parents of minors.
Estate Plan Summary
A concise overview of your client's estate planning data and design – ideal for their review and finalization before drafting.
Revocable Living Trust
A revocable living trust designed to avoid probate.
Last Will and Testament
A traditional last will for will-based plans or pour-over will for trust plans.
Ancillaries For Each State
Powers of attorney, living will, and HIPAA release, plus any traditional documents by state.
Guardian-ship
Nomination of guardian documents for parents of minors. Includes full Kids Protection Plan® for active Personal Family Lawyers.
Color Trust Diagram
A birds' eye visual of how the trust works, from now through the time beneficiaries receive assets.
Asset Table With To-Do's
A complete list of all assets and debts identified by your clients with trust funding instructions by line item.
Trust Funding Guidance
Step by step guidance on the trust funding instructions in the Asset Table plus a funding acknowledgment letter.
Deed Into Living Trust
One deed to trust in a U.S. state included. Recording and international deeds not included. Additional deeds $75 each.
Business Assignment
Assignments of U.S. business interests into trust to avoid probate for business owners. Additional assignments $35 each.