INTERVENTION
POINT
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.
1
Our conversation is completely complimentary.
We will add value first!
2
You will discover where opportunities exist to protect your family and legacy.
We will uncover the estate pitfalls and address them.
3
You will be able to select how you want to proceed to protect your estate.
.png)
TRUST PORTFOLIO
Includes a
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:
CONTACT US
Schedule your complimentary consultation today!
Simple. Convenient.
robust. secure.
No financial obligation unless you purchase a trust.
TELEPHONE
888-544-2619
our address
15400 Pearl Road Suite 200
Strongsville, Ohio
44136