Trust-Based Plans
Ready to secure your legacy and protect your assets? Contact us today to choose the Trust-Based Plan that’s right for you.
Choose Your Plan
Basic Trust Plan
$499
Individuals or couples seeking basic asset protection and privacy in estate management.
FEATURES:
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Family Trust Plan
$799
Families with minor children or dependents, and individuals with moderate to significant assets.
FEATURES:
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Advanced Trust Plan
$1,199
Individuals with significant assets, complex family dynamics, or those needing advanced tax planning strategies.
FEATURES:
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Get In Touch
Need help with your planning? Contact us today to speak with one of our experienced advisors. We’re here to guide you every step of the way.