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:
- 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
Couples Plan: $249
What You’ll Get:
- Last Will & Testament
- Advanced Care Directives
- Power of Attorney
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