A Trust Based Plan that Covers Everything!
A Trust Based Plan that Covers Everything!
A strong Estate Plan has a variety of elements- a Revocable Living Trust, Last Will and Testament, Power of Attorney Forms, & Healthcare Directives.
EPTM offers an online estate planning platform providing auto-processing applications that are editable by the client. An eStatePlan Attorney, a living trust estate plan that is electronically (i) implemented, (ii) funded, (iii) stored, (iv) modified, (v) shared, and (vi) settled all on a cloud-based environment.
This is the "core" document of the plan allowing the creator to state who is to receive their stuff. Our Trust provides privacy, convenience and control that everyone wants. The cost savings and administrative efficiencies associated with a fully funded Revocable Living Trust are well established undisputed facts.
Directive Apps provide a variety of common choices concerning trust administrative and dispositive language [who gets what] that will auto populate into the trust document. They allow for a high degree of document customization
This document is designed so the creator can select a person to act on their behalf to make decisions for them if they become incapacitated. The individual or agent they select would then be able to make financial decisions if they cannot.
Should someone not place all of their assets into their Trust, the Last Will, sometimes called a Pour Over Will, will accomplish this objective. The Will directs that any assets that are in someones name when they die are to transfer to the Trust. This allows them to be sure that ALL of their assets will flow through to the Trust. Additionally, the Will states the choice of a guardian for any appropriate beneficiary.
This document allows a creator to make multiple health care directives. Examples of directives are: having life support systems removed or allowing for cardiopulmonary resuscitation. Additionally, they can appoint the person who would carry out their requests. And, they have the ability to update the instructions on line at anytime.
When a client sets up a Plan they are provided a password protected account in the 'cloud' - the Client Console. This account is complementary for ninety days providing a number of benefits:
♦ E-Sign Dynamics - Sign ALL Documents Online
♦ Electronic Funding Kit to Assign All Assets to Trust
♦ 24/7 On Line Document Access
♦ Emergency Access to Health Care Docs
♦ Trustee Access to Trust Documents
♦ Personal PostScript & Medical Alert Page
♦ Unlimited FREE Document Changes
♦ E-Vault Document Storage
My LifeCard Plan® placements are made available through Integrated Trust Systems' service platform: www.MyLifeCardPlan.com
The following information is intended for educational use only and not to replace or supplement any tax or legal advice. Personal tax and/or legal counsel should accompany the implementation of any planning methods described on this website.