Questions? Call (855) 219-8800
Monday–Friday
9:00am - 10:00pm ET 
Saturday and Sunday
10:00am - 6:00pm ET 

WITH THOUSANDS OF CUSTOMERS,
YOUR SATISFACTION IS
100% GUARANTEED

Irrevocable Trust Packages

The Packages Include:

Standard
Irrevocable Trust

Ultra Trust ®
Irrevocable Trust
Gold Package

Ultra Trust ®
Irrevocable Trust
Platinum Package

Click Here to Open Free Account & Select Package At Checkout

1. Provisions Specific to your State

Trust Personalized to fullfill the requirements of your state

2. Estate Tax Savings Provisions

Can hold and distribute one person's property or a couple's
property. Includes tax savings provisions.

3. Medicaid planning and nursing home protection provisions

Specific Clauses to make sure that Medicaid cannot make a
claim on Trust Assets when moved at least 5 years ahead of time.

4. Provision designed to avoid Probate Court for assets
repositioned inside the Irrevocable Trust

5. Spendthrift Provisions specifically designed to restrict
access of outside parties for assets properly repositioned
inside of the Irrevocable Trust

6. Attaining Federal Trust EIN Numbers from the IRS

Irrevocable Trust’s require an EIN number for tax reporting purposes.
We make it easy for you.

7. Professional Review

Learn More

8. FREE Revisions

Includes review, reprinting and mailing

Up to 30 days
after purchase

Up to 30 days
after purchase

Up to 90 days
after purchase

9. Documents for Managing Your Trust

Includes Executive Summary & Instructional Guide for funding and
managing your trust.

10. Pour - Over Last Will

Ensures that property not held in your trust is given to your trust
beneficiaries.

11. Real Estate Deed Instructions With Assistance Options

Transfers title to your home and other real property into your trust

Additional fees apply

Additional fees apply

Additional fees apply

12. Trust Protector Provisions Learn More

13. Special Power of Appointment (SPA) Provisions

14. Ability to change Beneficiaries anytime

15. $65,000 Peace of Mind Guarantee

16. Medical Directive for You and Your Spouse Learn More

17. Financial Directive (Durable Power of Attorney)
for You and Your Spouse Learn More

18. Email Delivery (256-bit encrypted)

Emailed to you as soon as it's complete with the hardcopies to
be sent upon completion

19. Incentive clauses for Minor Beneficiaries

20. Provisions Specific to Name a Guardian for Minor Beneficiaries

21. Trust Tax Return Review

22. Standard Processing 14 Business Days

Processing for Platinum Package in as little 7 days

14 Business Days

14 Business Days

7 Business Days

23. Irrevocable Trust Organizer & Archival Quality Paper

Trust and other documents protected and organized in a secure
binder with a Road Map summary sheet. Easy for you and your
representatives to locate and use the documents when needed

24. Deluxe Ultra Trust Organizer & Archival Quality Paper

Trust and other documents protected and organized in a secure
premium Executive Leather binder with a Road Map summary sheet
Easy for you and your representatives to locate and use when needed.

What Are You Getting:

Pages of the Trust Agreement

20-23 pages

39-42 pages

40-43 pages

Medical Directive Pages (each)

10-11 pages

10-11 pages

Financial Directive Pages (each)

4 pages

Number of Copies of the Trust Agreement

1
One for You

3
One for You,
Your Trustee,
and Trust Protector

3
One for You,
Your Trustee,
and Trust Protector

Click Here to Open Free Account & Select Package At Checkout

3 payments of

$897

3 payments of

$1,897

3 payments of

$2,297

Optional Services

--------------------------------------------------------------------------------------

Expedited Processing

$197

Cut processing time in Half:
From 14 days to 7 days, or from 7 days to 3 days

--------------------------------------------------------------------------------------

Prepare and File Real Estate Deed for Property

$497

--------------------------------------------------------------------------------------

Pour Over Will

$97

--------------------------------------------------------------------------------------

Medical Directive

(If not included in package)

$147

--------------------------------------------------------------------------------------

Financial Directive - Durable Power of Attorney

(If not included in package)

$247

--------------------------------------------------------------------------------------

Trustee Services

Call for Details

--------------------------------------------------------------------------------------

Trust Protector

Call for Details

--------------------------------------------------------------------------------------

Please Call (855) 219-8800
for details

1-

In Alabama, a Deed Transfer Tax at the rate of $0.50 per $500 of value based on the Country Assessor's valuation of the property must be paid at the time of
transfer. This tax is not included in the price.

2-

For a small percentage of properties in Florida, a Documentary Stamp Tax will be applied at the time of transfer. The rate is $0.70 per $100 owed on any existing
mortgage.

3-

For properties located in the city of New Orleans, if you would like to prepare a Warrant Deed, please add $325 for the transfer tax.

4-

For non-residential properties located in New York, an additional $125 recording fee applies. This fee is not included in the price.

5-

For properties located in Washington County, Oregon, please add a transfer tax of $1.00 per $1,000 of assessed value.

6-

For properties located in Philadelphia, an additional county recording fee of $187 applies, This fee is not included in the price.

7-

Irrevocable Trust does not offer Quitclaim deeds for propeties located in Texas and Virginia. Instead, Irrevocable Trust will prepare a Warranty Deed.