Planning For Life
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Our Family Wealth VIP Membership programs are part of what set us apart and allow us to care for you and your family throughout all life’s stages. |
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Bonuses Worth Over $4,000 Upon Membership Enrollment |
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BONUS |
DESCRIPTION |
VALUE |
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Free Estate Check Up For Parents Over 65 |
Free Estate Check Up For Parents Over 65 Who Have Less Than $4mm if Married or Less Than $2mm if Single |
$950 |
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50% Off Plan for Parents or Children |
50% Off Plan for Parents |
$1995 or More |
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Free Health Care Directive and Durable Power of Attorney |
Free Health Care Directive and Durable Power of Attorney for Adult Children Up to the Age of 25 and Parents Over the Age of 65 Who Do Not Have Probatable Assets |
$495 |
| Docubank Membership |
Docubank service to ensure that your health care documents are available day or night (they fax it to you in seconds) 365 days a year, no matter where you are in the world. |
$45 per individual |
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Free Insurance Review |
Free Comprehensive, Objective and Easy Insurance Review to Ensure Your Family is Properly Protected and You Are Not Spending More Than You Need to |
$995 |
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No VIP Membership Enrollment Fee |
Clients enrolling at the time of their Plan Presentation and Priceless Conversation meeting do not pay a VIP Membership Program enrollment fee. Clients enrolling later will pay a set up fee equal to one year of membership. Clients who cancel their membership and want to re-enroll later will be required to pay the set up fee at the time of re-enrollment plus an updating fee. |
Varies |
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It’s like having a lawyer in the family! |
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TRUST PLAN |
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BENEFITS |
MINIMUM |
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Annual Plan Review and Unlimited Plan Amendments Due to Life and Law Changes |
$495 |
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Ask Your Personal Family Lawyer Unlimited Legal or Financial Questions For Your Peace Of Mind. Call Us Anytime and Get Access to Our Trusted Team of Legal Experts. Many Pass on Discounted Fees Because We Do NOT Take a Referral Fee. |
$995 |
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Annual Priceless Conversation to Transition Your Most Important and Most Frequently Lost Family Wealth Who You Are and Whats Important to You. |
$395 |
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Monthly Family Wealth Matters Audio CD mailed to your home. Each month, Alexis interviews experts who will increase your Family Wealth, Health and Happiness. |
$995+ |
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Annual Review of Your Assets and Update of Your Asset Spreadsheet So Your Loved Ones Know What to Look For After You Are Gone and None of Your Assets End Up Part of the $5.2Billion Held by California’s Unclaimed Property Division. |
$395 |
| 50% Discount On After Death Trust Administration Your Loved Ones Will Thank You! |
$395 |
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10%-50% Discount on Future Legal Needs … if its a legal matter we can help with, well do so at 10% – 50% off from our regular fees. |
$1,000’s |
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TOTAL MINIMUM ANNUAL BENEFITS OF TRUST PLAN MEMBERSHIP |
$6,500 |
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BUSINESS PLAN For the business owner who has a corporation that needs to be maintained for maximum protection from liability, wants to ensure estate plan documents always work, assets are never lost to the state and the corporation is maintained for maximum liability protection, monthly investment is ONLY: $99.00 |
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BENEFITS |
MINIMUM |
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Trust Plan Membership Benefits |
$6,500+ |
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Annual Meeting With Our Corporate Paralegal and Updating of Your Corporate Records for Businesses Owned by You for Maximum Liability Protection. Monthly Investment Covers One Business; Additional Businesses At A Reduced Fee. |
$595 |
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California Corporations or Limited Liability Companies Formed for Only $497. |
$995 |
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TOTAL MINIMUM ANNUAL BENEFITS OF BUSINESS PLAN MEMBERSHIP |
$8,000 |
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LIFE PLAN For the person who has one or more ILITs and wants to ensure planning documents work always, assets are never lost to the state and life insurance is never subject to estate tax, monthly investment is ONLY: $149.00 |
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BENEFITS |
MINIMUM |
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Trust & Business Plan Membership Benefits |
$8,000+ |
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Maintenance of Irrevocable Life Insurance Trust and Recordkeeping of All Gifts Into the Trust So Your Insurance is Not Subject to Estate Tax At Your Death |
$595 |
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Annual Assessment of Gifting Plan to Ensure You Don’t Fail to Use Every Single Government Tax Gift, Which Could Mean Hundreds of Thousands for Your Loved Ones. |
$495 |
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TOTAL MINIMUM ANNUAL BENEFITS OF LIFE PLAN MEMBERSHIP |
$9,000 |
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LEGACY PLAN By Invitation Only: For the family with complex planning issues. Includes an opportunity meeting with any advisors you choose including your CPA and Financial Advisor. For the family who wants to integrate children Meeting to Integrate Adult Children Into Planning and Prepare Them To Receive Wealth So Your Family Increases Its Wealth at Each Generation. Protect Against the Rags To Riches To Rags Phenomena. Monthly Investment is ONLY: $249.00. |
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BENEFITS |
MINIMUM |
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Trust, Business & Life Plan Membership Benefits |
$9,000 |
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Annual Opportunity Capturing Meeting With Your Personal Family Lawyer, and Your Tax Advisor and/or Your Financial Advisor (you choose who to include) |
$1,495 |
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Annual Family Meeting to Integrate Adult Children Into Planning and Prepare Them To Receive Wealth So Your Family Increases Its Wealth at Each Generation. Protect Against the Rags To Riches To Rags Phenomena |
$995 |
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We will act as the Independent Trustee on your Asset Protection Trust for only $100/mo per trust. Discounts for Multiple Trusts. |
Varies |
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TOTAL MINIMUM ANNUAL BENEFITS OF LEGACY PLAN MEMBERSHIP |
$12,000 |
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To get a full, printable version of the VIP Membership Schedule, click HERE. |
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