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: $499.00
Couples Plan: $599.00
What You’ll Get:
- Last Will & Testament
- Advanced Healthcare Directives
- Power of Attorney
- Revocable Living Trust
- Schedule of Assets
- Funding Instructions
- Certification of Trust
Documents
Documents
Individual Plan: $199.00
Couples Plan: $249.00
What You’ll Get:
- Last Will & Testament
- Advanced Care Directives
- Power of Attorney