You are well on your way to creating a Living Trust designed to accurately reflect your unique goals and personal circumstances.
Our process begins with an online presentation tailored to your circumstances.
Then we gather your information using a secure, online ‘eQ’ – or ‘e-Questionnaire’.
Your data profile gives our Drafting Team a clear understanding of your goals and circumstances and allows us to create documents that suit your circumstances and meet your needs.
Naturally, all of your information is kept secure and strictly confidential.
We will coordinate the signing and delivery of your Estate and/or Business Portfolio documents and ensure that your assets are transferred into your Living Trust.
You may also subscribe to the optional Extended Assurance Plan which covers a range of services that you may need in the future. With Life Planning Group, your documents can continually reflect the changes that inevitably occur in life – and in the law.
A comprehensive Estate Plan from a top law firm can cost $2,500 to $5,000. Compare our tremendous value and devotion to world-class customer care with anyone’s . . . we believe you won’t find a better process, better service, or better results for less money anywhere!
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