Limited Time Offer: Complete Estate Planning Package as low as $500

Talk with an Advisor today: (800) 777-4726

Estate Planz

Estate Planz Estate Planz Estate Planz

Estate Planz

Estate Planz Estate Planz Estate Planz
  • Home
  • Estate Planning Packages
  • More
    • Home
    • Estate Planning Packages

Talk with an Advisor today: (800) 777-4726


  • Home
  • Estate Planning Packages

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Estate Planning Packages

Individual Package

Married Couple Package

Married Couple Package

This included Revocable Living Trust, Last Will of Testament, Healthcare Directive, & Power of Attorney



$1,200 

Married Couple Package

Married Couple Package

Married Couple Package

This included Revocable Living Trust, Last Will of Testament, Healthcare Directive, & Power of Attorney



$2,000

Estate Summary

Married Couple Package

Estate Summary

 After you establish your estate plan, we provide you with a simple & elegant visual summary of your estate plans and trusts in a matter of seconds.


Included in all our Packages  

Deed Transfer

Complex Planning Needs

Estate Summary

 For those that establish plans through Estate Planz our partner will take care of your Deed Transfer.


 




$150 per deed.  

Estate Plan - Review

Complex Planning Needs

Complex Planning Needs

 Have an existing Estate Plan? We will provide you with a high quality visual summary of your estate plan in a seamless process  and at-a-glance review  key dates & events to see if your plan needs to be updated.  



Complimentary 

Complex Planning Needs

Complex Planning Needs

Complex Planning Needs

For more complex estate planning needs including Irrevocable Trusts, Special Needs Trusts, Charitable Trusts, Credit Trusts, Medicaid Trusts, Asset Protection Trusts, Complex Trusts, Dynasty Trusts, Insurance Trusts, Blind Trusts, and more.    



Attorney Hourly Rate

(Depends on the Attorney we Introduce)

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Limited Time: Establish your Estate Plan Today with Estate Planz $500

  • Ruggiero Investments

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept