Learn how probate is often not solved with the standard living trust.
Ensure that your loved ones don't pay thousands or tens of thousands of dollars when die!
Learn about the LEGAL kidnapping that courts permit on seniors and how to protect yourself.
Learn how to prevent your plan from blowing up if you die and your spouse gets remarried!
How to prevent your documents from ever becoming outdated and useless!
You need more than just a plain Living Trust...learn what other documents you need.
Don't let your beneficiaries be victims to other family "bullies."
Learn what happens if the proper beneficiaries are not integrated properly in your planning.
How should you properly use Health Care Documents such as the Living Will?
Do Wills avoid probate? Why do I need a Will if I get a trust?
Never worry about paying extra for changes within your plan!
When New Laws are Passed, You Need to Know How Those New Laws Impact Your Plan
ANNUAL REVIEW PACKET
A customized review of all your documents so you know what needs updated!
No fees to speak with the attorney, the Director of Client Success and your Funding Coordinator!
Expand your knowledge with our ever-growing resource library.
LIVE Q&A Sessions
Tune in to our monthly LIVE Q&A sessions to have your personal questions answered.
Don't love our service? We offer full refunds within 30 days for those that watch the online class. At a 99% satisfaction rating, we are confident you WILL love it!
Learn to actually avoid probate & protect yourself, your family and your money by signing up today!