Platinum Trust
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Platinum Trust Explainer Video
$1,250.00
The Platinum Plan Includes Everything in the Basic Plan PLUS BONUS
- 01. One on One Consultation: Receive help setting up your trust.
- 02. Living Will: stating your medical preferences if you can’t communicate
- 03. Health Care Power of Attorney: choose someone you trust to make medical decisions for you if you’re unable to do so.
- 04. Financial Power of attorney: Allows someone you trust to manage your financial matters if you’re unable to do it yourself.
- 05. Pourover Will: legal document that catches any assets not placed in a trust during your lifetime, directing them to be added to the trust after your death.
- 06. Medical Certifications: A medical certification for a Power of Attorney (POA) verifies incapacity, activating the designated agent’s authority for healthcare decisions.
- 07. Complete Instruction manual: Trustor’s guidelines, Successor trustee’s guidelines, funding instructions, and funding letters.
- 08. 2-copies of everything.
