Most people put off planning for their family’s future. We use cutting edge technology and the latest advances in the psychology of decision making to coach you through this process.
A complete trust package includes:
Revocable Living Trust
Will
Power of Attorney
Advanced Health Care Directive
Certificate of Trust
Deed
Trust Amendment Form
Property List
Guidelines for Transferring Assets
Transfer Letter
Checklist for Trustee
“A Trust is an invaluable personal document to have completed before we leave this earth! I, like many other people with good intentions to do so, just wasn’t getting it done. Then I found out about The Gift of Planning – and that was it. Over just a few days, with their ongoing and sensitive support, I have a Trust of the highest quality completed.”
KEITH • EUGENE, OR
Everyone procrastinates. We make it easy for you to finish your planning
We've identified three places in the process where people stop and can't seem to continue on their own. This is where our coaching helps you overcome common obstacles to complete your best plan.
Technology Changes Everything
Using the latest technology allows us to bring everything you need to plan for your family’s future to your kitchen table. This means you never need to leave your house to obtain a complete package of trust and will documents.
Your legal documents should adapt with you.
A "living" trust is a living document. That means it needs to change as your life changes. You may want to change the person who takes care of your children or who manages your trust's assets when you no longer can. People in your life grow up, marry, have children, divorce, and die. Most people make at least minor changes every three to four years. Most "brick and mortar" lawyers charge anywhere from $300 to $1200 for even minor changes. This cost inhibits people from keeping their documents current, but we solve this problem by not charging anything for making any changes throughout your lifetime.
Ready to create a Will or Trust?
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