You are well on your way to creating a Living Trust designed to accurately reflect your unique goals and personal circumstances.
Our process begins with an online presentation tailored to your circumstances. Then we gather your information using a secure, online 'eQ' – or ‘e-Questionnaire’. Your data profile gives our Drafting Team a clear understanding of your goals and circumstances and allows us to create documents that suit your circumstances and meet your needs. Naturally, all of your information is kept secure and strictly confidential.
When your Living Trust and other Estate Portfolio documents are completed and signed, we assist you with the funding process, ensuring that your assets are properly titled and transferred into your Living Trust. At your option, you may subscribe to an Extended Assurance Plan that covers any assistance you may need in the future. With Estate Services Group, your estate plan can continually reflect the changes that inevitably occur in your life - and in the law.
The top 3% of estate planners often charge $5,000 or more for a comprehensive Living Trust package. And because of high demand and short supply - it can take months to complete even the most basic documents.
But the most important question you can ask is: "Whether I pay $500 or $5,000 for my Trust package, does the fee include 'funding' assets into my Trust?" In most cases, the 'funding' – i.e. the most important part of the Trust and Estate planning process - is NOT included. Instead, the funding is left up to YOU - the consumer - to complete on your own! Simply put, most Living Trusts are defective and will not deliver their intended results - because they were never properly funded!
Estate Services Group has devoted the last 10 years to making the estate planning process quicker, easier and more cost-effective for thousands of families just like yours. Over the next 10 years, our mission is to help 1 million families accomplish their estate planning goals. With our broad range of experience, our user-friendly Web applications and our select network of affiliated legal professionals, we offer a wide array of estate planning solutions – from simple to complex - at a very reaonable cost.
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