Your Plan Features
Features for providing peace of mind to your clients while earning commissions on every estate plan.
* Minus Transaction Fee of 3.5%
Documents
Documents
Individual Plan: $499
Couples Plan: $599
What You’ll Get:
- Pour Over Will
- Advance Care Directive (Living Will)
- Power of Attorney
- Revocable Living Trust
- Schedule of Assets
- Funding Instructions
- Certification of Trust
- HIPAA Authorization
Documents
Documents
Individual Plan: $199
Couples Plan: $249
What You’ll Get:
- Last Will & Testament
- Advance Care Directive (Living Will)
- Power of Attorney
- HIPAA Authorization