For 95% of you reading this page, most of your estate planning needs consist of a Will, Powers of Attorney, Living Will and perhaps a Living Trust. Our
Alliance Partners have over twenty-five years of experience in
assisting clients with Estate Planning. In that period of time our
Partners have assisted in the development of over 15,000 Estate Plans.
Today, they have taken these years of experience and developed the Dynamic Trust Portfolio. This package provides all the documents listed above and more!
For those of you who need more OR less, we have other packages to suit your unique needs.
READY TO GET STARTED:
As we said earlier, Estate Planning doesn't have to be complicated or expensive. Most of us need to have certain Estate Planning documents.
This unique offering consists of 3 packages. Each is available in both the individual sole creator format for a single person, and the marital co-creator format for married couples.
The first package is the stand-alone health care document set, which provides a Power of Attorney for Health Care Document, an Advance Medical Directives Document, 2 versions of the Living Will, a HIPAA Statement, Agent notices, an electronic med-alert postscript page. Click here for information on the Advanced Medical Set.
The second offering is our Last Will and Testament package which includes the entire health care document set, plus a comprehensive Power of Attorney Over Assets document, and a stand-alone Last will and Testament format. Click here for information on the Last Will and Testament Package.
Finally, our primary and most popular product is available as the Dynamic Trust Portfolio, which features a well designed Living Trust Portfolio format, ready for you to enter in your electronic data, and extra draft texts to formulate your personalized Living Trust Estate Plan. 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. You can begin the process to develop your complete personal Estate Plan by clicking here.
In addition, as an added dynamic feature, our packages come with an electronic signature option, referred to as E-Sign, that’s fast and convenient to use. It includes a supplemental 3 page acknowledgement and verification form, which you would print out and sign in front of a Notary after E-Signing. You then upload that notarized form in your Client Console for permanent storage to provide a record of sworn authentication, if such is ever needed, to verify your electronic signature.
We use a system whose legacy is thousands of Estate Plans developed over a twenty-five year time frame. Today, you can see for yourself what your personal Estate Plan would actually look like by clicking on the appropriate button under "See For Yourself" below.
See For Yourself:
Here are examples of a complete Estate Plan - one for an Individual, one for a Couple:
Today, they have taken these years of experience and developed the Dynamic Trust Portfolio. This package provides all the documents listed above and more!
For those of you who need more OR less, we have other packages to suit your unique needs.
READY TO GET STARTED:
As we said earlier, Estate Planning doesn't have to be complicated or expensive. Most of us need to have certain Estate Planning documents.
This unique offering consists of 3 packages. Each is available in both the individual sole creator format for a single person, and the marital co-creator format for married couples.
The first package is the stand-alone health care document set, which provides a Power of Attorney for Health Care Document, an Advance Medical Directives Document, 2 versions of the Living Will, a HIPAA Statement, Agent notices, an electronic med-alert postscript page. Click here for information on the Advanced Medical Set.
The second offering is our Last Will and Testament package which includes the entire health care document set, plus a comprehensive Power of Attorney Over Assets document, and a stand-alone Last will and Testament format. Click here for information on the Last Will and Testament Package.
Finally, our primary and most popular product is available as the Dynamic Trust Portfolio, which features a well designed Living Trust Portfolio format, ready for you to enter in your electronic data, and extra draft texts to formulate your personalized Living Trust Estate Plan. 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. You can begin the process to develop your complete personal Estate Plan by clicking here.
In addition, as an added dynamic feature, our packages come with an electronic signature option, referred to as E-Sign, that’s fast and convenient to use. It includes a supplemental 3 page acknowledgement and verification form, which you would print out and sign in front of a Notary after E-Signing. You then upload that notarized form in your Client Console for permanent storage to provide a record of sworn authentication, if such is ever needed, to verify your electronic signature.
We use a system whose legacy is thousands of Estate Plans developed over a twenty-five year time frame. Today, you can see for yourself what your personal Estate Plan would actually look like by clicking on the appropriate button under "See For Yourself" below.
See For Yourself:
Here are examples of a complete Estate Plan - one for an Individual, one for a Couple:
Click here to get started with your new Estate Plan today!
Everyone who wants to complete the Data Form 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.