United States Legacy Consultation

What to Expect

THIS IS THE BASE RATE FOR THE CONSULTATION WITH OUR LEGACY COUNSELOR. YOU WILL INVOICED FOR YOUR SELECTED PLAN AS FOLLOWS BELOW YOUR WILL BASED ESTATE PLAN (+Individual $188, Couple $288) A plan for what should happen to your assets, how you’d like to be cared for when you need it, and who will look after your children. Also includes the staples of an Estate Plan to specify health care wishes and final arrangements with customized and state-specific documents that reflect your wishes. Nominate child and/or pet guardians Decide who will handle your affairs Leave specific gifts (money, possessions, property, etc.) Determine how your assets will be distributed Exclude individuals from receiving your property Specify your final arrangements Note any special requests Decide what should happen in a medical emergency Designate health care agents Grant trusted individuals access to your medical records YOUR TRUST BASED ESTATE PLAN (+Individual $488, Couple $588) The most comprehensive and complete way to protect your assets and loved ones. Avoid probate court and allow your assets to pass seamlessly to your beneficiaries with a Trust-Based Estate Plan. Includes customized and state-specific estate planning documents to nominate guardians for your children, list your assets, and outline what should happen in a medical emergency, so you can rest easy with all of your affairs in order. Nominate child and/or pet guardians Decide who will handle your affairs Leave specific gifts (money, possessions, property, etc.) Determine how your assets will be distributed Exclude individuals from receiving your property Specify your final arrangements Note any special requests Decide what should happen in a medical emergency Designate health care agents Grant trusted individuals access to your medical records Add conditions to asset distribution Avoid probate court You'll be provided with a physical and digital copy. CONSULTATION FEE FOR LIVE REPRESENTATIVE IS NON REFUNDABLE & WILL NOT BE PROVIDED BY TRUST & WILL NOR THE MONEY MINDSET CLINIC *A Complimentary Walkthrough Session is included in the consultation fee * By scheduling this appointment you agree to be recorded. All calls are recorded for quality assurance and are confidential unless otherwise permitted by the patient