Why You Should Use Our Virtual Estate Planning System

We only do two things, Living Trusts and Wills, and we do it better than anyone else! Remember, with our program you are getting all of the documents an attorney would prepare for you, with all of the detail an attorney would provide, without paying an attorney fee. You get this because you are using the same software that the attorney uses but with a "user-friendly" interface especially designed for the non-attorney.

CUSTOM

This is a tailored estate plan for your specific family and financial situation. All of the other Internet trust assembly packages give you "cookie-cutter" documents that are not specific for the individual. With us, you are actually creating your estate plan utilizing the same "question and answer" process that an experienced estate planning attorney would use. The documents are then prepared with the same language and assembly software used by hundreds of law firms through-out the United States. You get a program which allows you to make the appropriate and necessary decisions to ensure that your estate is ultimately distributed in the manner that you desire and, as a result, an estate plan which is completely specific for you. Again, these are NOT pre-printed forms with your personal information merged in; this is a complete estate plan custom tailored for YOU by YOU.

COMPLETE

Unlike the other Internet trust assembly programs, you get all of the necessary supporting documents for a complete estate plan. A Living Trust is only part (although the most important part) of an effective estate plan. It is very important to have all of the necessary components to insure that you will be covered, and your family protected, regardless of what happens in the future.

RE-TITLING DOCUMENTS

You get all of the documentation, assignments and letters of instruction to properly title your assets into your trust. Remember, it is only when your assets are in the trust that they do not have to go through probate at death. The other Internet trust assembly programs do not offer this extremely important option.

IMMEDIATE

You get your estate plan now; ready to be signed. You have all of the documents in your word processor where you can see how the provisions look to you and make any changes in the wording to make the language fit your situation. Nothing needs to be mailed to you (and, as a result, be unchangeable).

STATE SPECIFIC

Our documents are completely state specific. No other Internet trust assembly program gives you documents which are individually specific for your state; documents which take into account all of the tax and health care particulars for each state. You get the equivalent of having your estate plan prepared by, not just a specialist in estate planning, but a specialist in estate planning for your state. “State Specific” does not mean generic forms which “should” work in all states (which most sites provide); what it should mean is that the documents included in the program are the same as the actual forms used by attorneys in your particular state and, in the case of the health care powers, the forms actually created by the laws of your state (when you are dealing with other people, particularly in the health care field, you want them to be comfortable with your documents because they are the same as what they are use to seeing).

SUPPORT

To keep our product costs as low as possible, we do not generally offer telephone support; in addition, we need to make sure we are not giving “legal advice”. We are responsive to any email questions and, if you include your telephone number, we will call you if we cannot adequately answer your question by an email reply. Please be advised that the other sites which offer “telephone support” are not giving you legal advice either, nor are the calls being answered by attorneys or trained professionals; usually, the telephone support persons are college kids working from “canned” responses. With our site, our replies to any questions will be complete and specific to your actual inquiry.

Please ask only questions concerning the assembly process or about the product in general. As mentioned, we cannot answer any specific legal questions concerning your individual situation.

TYPE OF TRUST

For a married couple, our software will automatically determine the right type of trust for your situation based on the answers you provide in the assembly process. An attorney can choose from a number of different types of Living Trusts after interviewing you (e.g. a simple "probate avoidance trust"; a "Disclaimer Trust"; an "A/B Trust"; a "QTIP Trust"; or, a "Qualified Domestic Trust"). Because no other Internet trust assembly program has our context-sensitive interview process, with any other program you wind up with a pre-configured trust which may or may not be appropriate or you are expected to make a choice between only two types of trust. First, you should not be expected to make this technical and legal decision and, secondly, there are five types of trusts not just two. The trust must be appropriate for you because of the important tax savings which go with the right type of trust, the degree of control you want to give to the surviving spouse, and the very real possibility of unnecessary administrative burdens on the surviving spouse with too complex a trust for your situation. With our software, and with our unique trust-configuration matrix, you will always get the appropriate type of trust automatically.

CONFIDENTIAL

The contact information requested is strictly for internal use. We take your privacy very seriously; any information you provide us will never be given, sold or transferred to any other company, organization or entity. You will not be required to submit any account information and/or personal information which could be used for "identity-theft" (such as your Social Security Number or birthday). All of your submitted information is transmitted to our SSL secure server utilizing 128-bit encryption. Your privacy is guaranteed!

PRICE

To keep our product costs as low as possible, we do not generally offer telephone support; in addition, we need to make sure we are not giving “legal advice”. We are responsive to any email questions and, if you include your telephone number, we will call you if we cannot adequately answer your question by an email reply. Please be advised that the other sites which offer “telephone support” are not giving you legal advice either, nor are the calls being answered by attorneys or trained professionals; usually, the telephone support persons are college kids working from “canned” responses. With our site, our replies to any questions will be complete and specific to your actual inquiry.

Please ask only questions concerning the assembly process or about the product in general. As mentioned, we cannot answer any specific legal questions concerning your individual situation.