Estate planning doesn’t have to be complicated or overwhelming. Lock in your Estate Plan for the special Investfest price of $1,697 and start protecting everything you’ve built for your family.
THIS OFFER IS ONLY AVAILABLE DURING INVESTFEST
Each plan is customized and guided by our financial professionals, designed to give you peace of mind today and security for generations to come.
Estate planning doesn’t have to be complicated or overwhelming.
Lock in your Estate Plan for the special Invest Fest price of $1,697 and start protecting everything you’ve built for your family.
THIS OFFER IS ONLY AVAILABLE DURING INVEST FEST
Each plan is customized and guided by our financial professionals, designed to give you peace of mind today and security for generations to come.
Protect Your Legacy With Our Estate Planning Package
$2,000 $1,697
Estate planning is important to make sure your wishes are honored and your loved ones are cared for. This package covers all the essentials like:
✓ Living Revocable Trust
✓ Financial Power of Attorney
✓ Health Power of Attorney & Advanced
✓ Directives
✓ Living Will
✓ Asset Inventory
✓ Deed Transfer (Optional)
✓ Attorney Review
✓ Cloud Storage
✓ Funding Guide
Protect Your Legacy With Our Estate Planning Package
$2,000 $1,697
Estate planning is important to make sure your wishes are honored and your loved ones are cared for. This package covers all the essentials like:
✓ Living Revocable Trust
✓ Financial Power of Attorney
✓ Health Power of Attorney & Advanced
✓ Directives
✓ Living Will
✓ Asset Inventory
✓ Deed Transfer (Optional)
✓ Attorney Review
✓ Cloud Storage
✓ Funding Guide
Save Today, Invest in Your Future!
With our Investfest Special Offer, there's never been a better time to invest in your future!
NEED MORE INFORMATION?
Will this estate plan be valid in my state?
Yes. We create estate plans that are legally valid and aligned with your state’s specific requirements.
Is the estate plan package customizable to my needs?
Yes! The estate plan package includes documents tailored to your specific situation, with options like deed transfers and attorney reviews for added customization.
Is the plan reviewed by an attorney?
Yes. All documents are reviewed by a licensed attorney to ensure everything is accurate, compliant, and built to protect you and your assets.
Are there any recurring fees or is this a one-time payment?
It’s a one-time fee. No hidden costs, no subscriptions. You’ll know exactly what you’re paying for upfront — and right now, you can get our Estate Plan Package for only $1,697
How do I know if this estate plan is the right fit for me?
If you have children, own anything of value, want to name someone to make decisions for you, or simply want peace of mind — this plan is a fit.
I’m single with no kids. Does estate planning still apply to me?
Yes. Even if you’re not married or don’t have children, you still have the right to decide who handles your affairs if something happens. An estate plan helps you stay in control—on your terms.
I’m not rich—do I really need an estate plan?
Absolutely. Estate planning isn’t just for the wealthy — it’s for anyone who wants to have control over what happens to their money, property, and health decisions if they become unable to make them.
Can I make changes to my plan in the future?
Yes. Life changes — and your plan can too. You’ll be able to make updates as needed for a small administrative fee if circumstances change.
What happens after I purchase?
You’ll get access to your secure Estate Plan Portal and a link to book your Simple Estate Plan Session. From there, we’ll guide you through the next steps and answer any questions you have.
Save Today, Invest in Your Future!
With our Investfest Special Offer, there's never been a better time to invest in your future!
Want to get updated on latest financial trends?
Subscribe to our mailing list.
Want to get updated on latest financial trends? Subscribe to our mailing list.
Visit Our Website