OUR PORTFOLIO

Your estate Docu-Plan will include:

REVOCABLE LIVING TRUST

  • One document set for both spouses

  • Retain privacy

  • Keep control over asset transfers

  • Avoid probate and costly administrative fees

Last Will & Testament

Directs any assets that are in your name when you die to be transferred to your Trust

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Identify your choice of guardian for any beneficiary, if necessary

Durable Powers of Attorney

Selected person to make financial decisions for you if you are unable

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Selected person to make medical decisions for you if you are incapacitated

Client Records Safely Stored

Your full set of documents are given to you, plus they are stored on our cyber secure servers at DocuBank

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The first 30 days you can update your document at any time for FREE

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Small fee in succeeding years through our client services group

Favorable Nevada/ South Dakota Trust Laws

Nation′s best trust laws, tax domain, and courts

Asset

Funding

Used to transfer your assets to your Trust

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Ledger is electronically filled out

INCLUDED ADDENDUMS

PREVIOUS
MARRIAGE
ASSET
DISTRIBUTION
UNEQUAL
DISTRIBUTION
CHARITABLE
TERMS
IRA
"STRETCH"

ADDITIONAL FEATURES & SUB-TRUSTS

ASSET
PROTECTION
TRUST
MEDICAID
TRUST
PET
TRUST
SPECIAL NEEDS TRUST
UPDATE
TRUST

© 2018 by Intervention Point LLC. Proudly designed by M.A.D. Marketing, LLC.

15400 Pearl Road, Suite 200 | Strongsville, OH 44136 | 888-544-2619

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