Dynamic Living Trust Set
Here Is What You Get in the Dynamic Trust Set:
♦ Complete Estate Plan, starting at $1,095
♦ Complete Estate Plan, starting at $1,095
- Dynamic Living Trust
- Re-titling Documents
- Certifications of Trust
- Advanced Health Care Set
- Living Will, Power of Attorney
- Advanced Medical Directive
- Pour-over Will
♦ Electronic Signature Dynamics
♦ Corporate Trustee Option |
♦ IRA Inheritors Trust Provisions are included
♦ Customization Options |
♦ Membership Benefits (optional) - only $8.95 per month
In addition to the Living Trust, the Dynamic Trust Portfolio includes the others documents previously mentioned, Trust Administration papers, a Pour-Over Will, state specific Realty Deed format, and our specialty designed electronic funding kit to help you get your trust funded quickly and properly.
WHAT INFO YOU NEED TO PROVIDE:
Click on the button below to view the questionnaire you need to fill out. You may be surprised to see that it really is not that complicated. You might also be surprised at how quickly you will have access to your completed and personalized Estate Plan!
Everyone who wants to complete the Questionnaire should contact the
Summit Estate Planning Call Center at 844 798-5485
for assistance in completing the form.
Summit Estate Planning Call Center at 844 798-5485
for assistance in completing the form.