Your Legal Team
 When you accept the ITech Offer, you
will be assisted by our team of experts to determine the most appropriate
form of Living Trust that meets your needs. If some other type of trust
or method is more suitable to your circumstances, we will help you with
the appropriate advice. Due to the efficiencies in our use of technology,
and the number of trusts we create each month, the fixed-cost of our services
is likely to be a fraction of the cost of setting up a living trust with
an advisor who doesn't specialize in trusts.
Nationwide Panel of Experts
We provide experienced legal assistance to our clients throughout the
United States. You will have the opportunity to work with an attorney
who is intimately familiar with the requirements of the state in which
you live.
The Services Our Team Performs for You
When you accept the ITech Offer, our legal team helps you in setting
up your Trust by performing the following tasks:
- Contact you for a detailed interview to fully ascertain your goals
and objectives
- Collect and organize your financial information and inventory of assets
- Help you to implement the Trust and set up Request for Retitlement
and Beneficiary Change letters, and to create Deeds to transfer real estate
into the Trust.
- Perform follow-up activities 30 days after the Trust is formed, and
then at scheduled intervals as your asset inventory or plans change.
Typically, it will take a couple of weeks to fully set up and activate
your Trust after you provide us with the necessary information.
The information you will need to provide
We will contact you to obtain the detailed information necessary to prepare
your Trust Portfolio.
What a Living Trust Means...
- Meaningful Family Estate Planning
- Maximum Control over Family Assets
- Privacy for Your Family
- No Probate
- No Conservators
- Medical/Financial Power-of-Attorney
- Smart Tax Planning
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