Our Estate Plan Pro technology is specifically developed to make estate planning quick, easy, and affordable. Our Revocable Living Trust is part of a package with dozens of customization features to create a Comprehensive Estate Plan Portfolio designed by you to fit your needs.
No more waiting weeks for your completed Estate Plan documents. Our unique technology allows you to complete your documents quickly and easily in the comfort of your home at your computer. You can download your complete plan including your Will and Revocable Living Trust in a matter of minutes after you finish.
Your Estate Plan Portfolio also includes an encrypted document vault "in the cloud" which serves as a secure online document safety deposit box. Your vault provides convenient 24/7 access to a repository for your important documents. You can remove or add documents, and share documents with important advisors and loved ones.
The Estate Plan Portfolio will give you peace of mind knowing that you are in control of the important decisions at life’s end. Decisions that without adequate planning will be left to chance, lead to unnecessary expenses, and unfortunate hardship on those you leave behind.
The Estate Plan Portfolio gives you a 21st Century solution for your estate planning needs.
The peace of mind you will experience after you have completed the process is priceless. Don’t delay, take charge of your life today!
Durable Financial Power of Attorney
Durable Power of Attorney for Healthcare
Durable Agent Notice
Durable HIPPA Statement
Transmittal Letters (for Funding, Retitlement & Beneficiary Changes)