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Complete Estate Plan for $750 in Less Than 48 Hours
The Complete Estate Plan is for couples whose children are only with their current spouse and whose net worth is under $11.58 million. For this segment of the population, the estate plan is straightforward and we have built smart intake forms and documents that reduce the amount of time necessary to create a customized estate plan. We have passed on the time savings to our clients.
Creates a Trust to manage and distribute assets and to avoid probate.