Estate Plan Purchase Options
Purchase Options feature a Money Back Guarantee** exercisable by client
within two weeks, ten (10) business days of Client Console “posting” of personalized
estate planning documents (excluding deeds and funding letters) –
viewable online.
Purchase Option #1 – $1,500
- Customized - Revocable Living Trust Estate Planning Portfolio
- One (1) Realty Quitclaim Deed to Trust1 Includable with Portfolio
- Seven (7) Retitlement / Beneficiary-Change Funding Letters (note 2) - 1st Year
- Free Personalized Changes/Amendments (note 3) (by request) to Trust/Portfolio - 1st Year
- Free Telephone Conferencing (note 4) with ITS Admin/Legal Staff Office - 1st Year
- Client Console Database Subscription Access - 1st Year Access Fee = $59 Per Year Paid in 5 year blocks = $295.Optional But Highly Recommended! (Add This To The Above Purchase Price.)
Purchase Option #2 – $2,545
- Customized – Revocable Living Trust Estate Planning Portfolio
- Maximum of Five (5) Realty Quitclaim Deeds to Trust (note 1) includable with
Portfolio
- Unlimited Retitlement / Beneficiary-Change Funding Letters (note 2) 5 Years
- Free Personalized Changes/Amendments (note 3) (by request) to Trust/Portfolio - 5 Years
- Free Telephone Conferencing (note 4) with ITS Admin/Legal Staff Office
5 Years
- Client Console Database Subscription Access Fee = $59 Per Year, paid
in 5-Year Blocks. $295 - Optional But Highly Recommended!.
- Subsequent Year(s) – after 5th year – Console Subscription (note 5)
Fee = $39.
Footnotes
- Additional realty deed drafts will be invoiced for prepayment @ $50 per deed.
- Additional Retitlement / Beneficiary-Change Letters will be invoiced @ $25 per letter if not on the console subscription.
- Recommended change work arising from subsequent state/federal legislation are not included. Free changes are available only to current subscribers who have not lapsed their subscriptions for the past 12 months. An additional $150 Restatement Fee will be charged to “reinstate” subscriptions that have lapsed. Each requested paper document(s) delivery will be assessed $65 for processing. Or print it from your client console for free!
- Free telephone conferencing time is available for an aggregate of two (2) hours per annual term, per client file. Additional time will be billed @ $180/hour with minimum ˝-hour intervals.
- Current Client/Subscribers are granted the 2-hour (annual/aggregate) conferencing privilege.
** The $50 interview fee is non-refundable - although applicable to the transaction fee (if plan is not cancelled). A $35 processing fee will be assessed to money-back cancellations.
Estate Plan Options Payment Schedules
Payment Schedule for Option #1 ($1,500)
- An initial payment of $750 must be installed and paid to ITS before processing begins.
- The secondary/final payment of $750 will be assessed upon client approval or after the 10th day of personalized online
document posting, whichever occurs first, and before deeds and retitlement letters are processed.
- Any Living Trust "Add-on" features (such as a Special Needs Trust or Medicaid Qualifying Trust, etc.) requested by
client shall be assessed - in addition to the transaction fee - according to the Fee Schedule as posted in the Client
Order Form page of the Online Data Questionnaire. (NOTE: These terms shall also apply to the Option #2 election - below).
Payment Schedule for Option #2 ($2,250)
- An initial payment of $750 must be installed and paid to ITS before processing begins.
- The secondary payment of $750 will be assessed upon client approval or after the 10th day of personalized online document posting, whichever occurs first, and before deeds and retitlement letters are processed.
- The third/final payment of $750 will be assessed on the commencement date of processing of client's realty deed transfer(s) to the trust.
Contract Acknowledgement & Agreement
Client hereby acknowledges and agrees to the above terms as final being described in the Purchase Options and
Payment Schedule ledgers herein. Client's Revocable Living Trust Estate Plan, including the funding documents will
be generated and rendered according to client's personal data electronically recorded, viewable, and archived in
Integrated Trust Systems' encrypted database. All representations as to the efficacy of any living trust estate
plan and various "add-on" provisions shall be deemed conclusive as described in various written materials located
at www.IntegratedTrustSystems.com. Client elects the following Purchase/Payment Option as check-marked:
Purchase/Payment Option #1 ___ Purchase/Payment Option #2 ___
Client: ______________________________
Spouse: _____________________________
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...
- Establish a Meaningful Family Estate Plan
- Create a Legacy of Love and Discretion
- Secure & Maintain Privacy for Your Family
- Retain Maximum Control Over Family Assets
- Avoid Probate Costs, Delays & Publicity
- Eliminate Conservatorship Adjudications
- Optimize Estate Tax Planning Techniques
- Protect & Prosper Your Loved Ones
- Utilize Asset Protection Features
- Acquire Personal Peace of Mind
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