Intervention Point’s Software as a Service “Empowers Asset Protection” for everyone through a document assembly platform that provides estate planning documents marketed through the client relationship networks of trusted business partnerships.
For 12 million middle and upper-middle-class families, the Intervention Point estate planning application is the only estate document solution that is simple and specific enough to support their needs among the legal and online alternatives; as it is delivered through an existing trusted relationship with a full customer service team and provides permanent online access for future modifications as life changes.
Our conversation is completely complimentary.
We will add value first!
You will discover where opportunities exist to protect your family and legacy.
We will uncover the estate pitfalls and address them.
You will be able to select how you want to proceed to protect your estate.
REVOCABLE LIVING TRUST
for you and your spouse that keeps you in total control of all your assets while alive and includes the following applications:
Schedule your complimentary consultation today!
No financial obligation unless you purchase a trust.
15400 Pearl Road Suite 200