Options and Plans

When we say that our representatives have estate planning tools that are second to none, we mean it.  We have documents that many providers do not offer, and we provide a quality bound well organized package.  Members have access to our database of trusts, wills, and supplemental documents.  Our trust documents are comprehensive and include powerful and unique provisions.   We can help members with any size estate...from just above the probate limits to multi-million-dollar estates.  Some of our plans and options include the following:

• The Revocable Living Trust 
• The Irrevocable Trust (SafeGuard Trust)
• Special Needs Trust
• Charitable Trust
• Family Limited Partnership
• Asset Protection Limited Liability Company (APLLC)
• ... and more.

We provide a "Package" that includes much more than many others, and our trust package has provisions that many others lack.  Along with the trust, we provide many of the following provisions: 

• Declaration of Intent and Memorandum of Trust
• Pour-Over-Wills
• Durable Powers of Attorney for Health Care & Finance/Property
• Disposition of Personal Effects
• Living Wills
• Funding Forms to Transfer Existing Assets
• Schedules Listing Non-Titled Assets
• Nomination of Guardianship forms
• Location of Important Papers 
• Last Instructions for the Family
• Layman's Explanation of the Living Trust
• ...and more.