living trust estate planning service

Protect your family, your assets, and your peace of mind with a comprehensive estate plan.  

Trust Estate Planning

IF YOU DON'T HAVE A PLAN, THE GOVERNMENT DOES... (AND IT WILL COST YOU.)

 If you don't have a plan in place, the government has a "one-size-fits-all" plan they will impose for you. This plan is slow, expensive, and completely public. Don't let this happen to you and your family. Get a plan in place to protect your family, your assets, and your peace of mind. Don't let this happen to you and your family. Get a plan in place to protect your family, your assets, and your peace of mind. One key advantage of opting for a Living Trust is the potential to avoid probate, a legal process that can be time-consuming and costly. By establishing a Living Trust with JKG Surya LLC, clients gain the peace of mind that comes with knowing their assets can be efficiently transferred to their beneficiaries without the need for court intervention.  

With our Living Trust services, you can take control of your estate, dictating how your assets are distributed and minimizing the burden of probate. Our team simplifies the process, guiding you through the creation of a customized trust that reflects your unique wishes. Invest in a Living Trust today and experience the assurance that your legacy will endure for generations to come. Your family's financial well-being is a priority – let us help you build a foundation that lasts a lifetime.

Consider this, the majority of Americans do not have any plan in place. They will be stuck with the government's one-size fits all legislated plan. Leaving important decisions up to the courts to implement, can result in a loss of control and privacy, not to mention time and legal fees. It's always sad to hear when someone who spent a lifetime to create an estate of value, and live a life in the best manner possible, become just another public court docket.

We decided "No More"! Many people never get their own plan in place because they don't know an attorney, don't have the time, or don't think they need a plan. We have eliminated all of those excuses.

Fully customizable, attorney drafted plan at your fingertips. No waiting, no travel, no big lawyer bills! Rather than having to take your time and be inconvenienced to visit with an attorney face to face, through the power of the internet and technology our experts bring the entire process direct to you via the internet.

Instead you have the convenience to complete the interview on your time and at your leisure. By taking the attorneys time and cost of an office out of the picture enables us to price your comprehensive plan at a small fraction of what you would have to pay otherwise. Plus, you get far more benefits than through the traditional process and all made possible through the power of technology.

• Revocable Living Trust
• Income Only Option
• A/B Trust Option
• Spendthrift Provisions
• Optional Sub-Trust for Children
• Certificate of Trust
• Last Will & Testament
• 24/7 Account Access
• Financial Power of Attorney
• Healthcare Power of Attorney
• Living Will
• Advance Directives
• Online Funding Kit
• Unlimited Funding Letters
• Unlimited Restatements*
• Unlimited Update & Changes*
• Online Document Vault*
• 1st year account subscription included 

 The process begins with a thorough consultation, during which JKG Surya LLC's experienced Living Trust Estate Planning professional will take the time to understand the client's financial situation, family dynamics, and specific objectives. This information is crucial for creating a customized Living Trust that addresses the client's concerns and protects their assets. We have a team of Living Trust Estate Planning Coordinators to guide you through every step. 

Comprehensive Living Trust Estate Planning

$1,695.00