Financial Security. Your Way.

Investing Forever Advisory has partnered with a network of attorneys across the country to provide you with access to simple and affordable Will and Trust Packages. Our solution will help guide you every step of the way to create a secure Estate Plan to protect you and your loved ones.

  • Trusts Starting at $800
  • One-Time Fee
  • Will and Trust Packages
  • Licensed Attorney

Each Estate Plan is customized to your needs and requirements. And each plan is approved by a licensed attorney in your state. The entire process can be done online, and once your Estate Plan is complete, anyone who needs it can access it at any time. And rest assured, all sensitive information is protected and stored using bank-level encryption technology.

With one-time financial planning projects such as this one, implementation is up to you. Alternatively, we are happy to help implement your Financial and Estate plan with our Ongoing Financial Planning service.

Two Solutions

We have two solutions (our Will Package and our Trust Package) that fit most circumstances; however, custom solutions are also available.

What Is a Will?

A Last Will and Testament is a legal document that outlines the wishes for the administration and division of an estate after passing.

What Is a Trust?

A Trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. It is a legal document that is traditionally used for avoiding probate and minimizing estate taxes. Like a Will, a Trust outlines the wishes for the administration and division of an estate plan.

Differences Between a Will and a Trust

A Trust can be used to avoid probate, a Will cannot.

Probate is the process of changing the title on assets when someone passes away. This can be a long and costly process during which bills cannot be paid and assets cannot be managed. A Trust is an excellent tool to avoid probate because assets that are owned in the name of a Trust are immediately accessible to the trust-maker’s designated successor.

What are other advantages of a Trust?

  • A Trust can provide creditor protection for the inheritance you leave to beneficiaries, a Will cannot.
  • A Trust can protect governmental benefits for a person with disabilities, a Will cannot.
  • Trusts can reduce estate taxes, a traditional Will cannot.
  • A Trust can administer assets for minor beneficiaries without court intervention, a Will cannot.

For less complex estates, a Will is much better than nothing, but if the above concerns are relevant to you, then a Trust may be the way to go. For more information about the differences between a Will and Trust, check out this blog post.

But don’t worry, we will help you decide what makes the most sense for you.

What’s Included?

With either package, we will help you create, share, store, and maintain your Estate Plan so that you can have peace of mind that your intentions are carried out with assurance and care.

Will PackageTrust Package
● Last Will and Testament
● Financial Power of Attorney
● Healthcare Power of Attorney
● Attorney assigned to file
● Cloud Storing and Sharing
● Letter(s) of Direction
● Revocable Living Trust
● Financial Power of Attorney(s)
● Healthcare Power of Attorney(s)
● Attorney assigned to file
● Cloud Storing/Sharing
● Letter(s) of Direction
● Certification of Trust
● Pour-Over Wills
● Trust Funding Assistance
● Special Needs Provisions (if necessary)
● A-B Trust (if necessary)
We’ll help you decide what makes the most sense based upon your personal situation.

Again, we’ll help you decide what makes the most sense for your personal situation.

Fees

Project-Based estate planning will generally be offered on a fixed fee basis; however, the fees for Ongoing Financial Planning clients is discounted. The fixed fee will be agreed upon before the start of any work. The fixed fee can range between $400 and $4000 depending on complexity and scope of the project.

Fees for Ongoing Financial Planning Clients

Fees for existing Ongoing Financial Planning clients are detailed in the table below.

Will PackageTrust Package
Single: $400 ($225 due at setup)
Couples: $600 ($450 due at setup)
Single: $800 ($650 due at setup)
Couples: $800 ($650 due at setup)
The balance of fees not paid at setup is due upon document delivery.

Help with implementation and periodic check-ups of your estate plan are also included with the Ongoing Financial Planning service.

Fees for Financial Check-Up Clients

Fees for Financial Check-Up clients are detailed in the table below. This option is ideal if you are looking for a one-time engagement with us.

Will PackageTrust Package
Single: $450 ($225 due at setup)
Couples: $650 ($450 due at setup)
Single: $1200 ($650 due at setup)
Couples: $1200 ($650 due at setup)
The balance of fees not paid at setup is due upon document delivery.

Help with implementation and periodic check-ups will cost extra for one-time, project-based clients. But rest assured, you can update your estate plan at any time whether you are an Ongoing Financial Planning client or not.

Get Started Today

We are here to help. Schedule a free consultation to see which package will fit your circumstances. Custom quotes are also available across all fifty states for situations that require additional complexity. We look forward to serving you, and should you have any questions about this or anything else, please feel free to reach out at any time.

Do your finances and investments need a check-up?

Not sure how to begin? No problem. Schedule a free, no obligation 60-Minute Quick Start consultation with me, and we’ll go from there.