ONE TIME ONLY OFFER – THIS PRICING IS NOT AVAILABLE AFTER YOU LEAVE THIS PAGE
- Step 2 of 3 30%
A $10,000 Value for only $3,500!
SPECIAL UPGRADE BONUS
Add on an attorney-drafted Unlimited Living Trust and protect your legacy for generations.
BONUS OFFER: Save $6,500 RIGHT NOW when you add an unlimited living trust to your Business Essentials package. Hurry! This is your one chance to set up a living trust for only an additional $3,500.
Included with your Unlimited Living Trust:
- Living Trust Agreement
- ​Unlimited Amendments*
- ​Personal Property Memorandum
- Pour-over Will
- ​Financial Durable Power of Attorney
- ​Health Care Power of Attorney
- ​Living Will/Advanced Health Care Directive
- ​Certification of Trust
- ​Memorial Instructions
Private Message from our Founding Partner!
A $10,000 Value!
*You will have the ability to get unlimited amendments, also referred to as updates, to the Living Trust for as long as you maintain your Platinum membership in good standing. The unlimited amendments give you the opportunity to work with our Estate Plan Attorney once a year to update your Living Trust as needed.
“The staff at Anderson were very accommodating!”
“The staff at Anderson were very accommodating and helpful in addressing my very specific needs while setting up my LLC and how it related to my revocable living trust. Kudos to all involved.” – Robert S
“Stepped up to ensure that documents are filed and delivered in a timely manner.”
“You’ve all been helpful and responsive even though you’re completely swamped with work as a result of pandemic panic. Still, you don’t let the everyday business slip through the cracks. From entity formation to tax prep and living trusts, you’ve really stepped up to ensure that documents are filed and delivered in a timely manner and answer all my ignorant questions. Thanks!” Brent H.
Do you need an unlimited living trust today?
If you don’t have an estate plan, the answer is easy… YES.
When you set up your unlimited living trust through Anderson, you receive:
- Living Trust Agreement
- ​Unlimited Amendments*
- ​Personal Property Memorandum
- ​Pour-over Will
-
​Financial Durable Power of Attorney
- ​Health Care Power of Attorney
- ​Living Will/Advanced Health Care Directive
-
​Certification of Trust
-
​Memorial Instructions
*You will have the ability to get unlimited amendments, also referred to as updates, to the Living Trust for as long as you maintain your Platinum membership in good standing. The unlimited amendments give you the opportunity to work with our Estate Plan Attorney once a year to update your Living Trust as needed.
COMPLETE A DETAILED QUESTIONNAIRE
Your Law Coordinator will reach out to you and provide a questionnaire for you to complete.
MEET WITH AN ESTATE PLANNING ATTORNEY
You’ll discuss different areas of distribution and compensation with a licensed attorney.
EXECUTE YOUR LIVING TRUST DOCUMENTS
When received, sign and notarize your documents. That’s it! You now have full control of your legacy.