The applicant may income qualify by creating, funding, and following the rules of an Income-Only Trust.
Montgomery & Associates, Inc. DBA: ALTCSPlanning.net’s CLDP (certified legal document preparer) can prepare the trust for you.
Call 480-464-4968 today to schedule your Income-Only Trust appointment.
You can purchase an Income-Only Trust Kit from our office below.
Ultimate Do-It Yourself Kit
$300.00
This kit is for the ultimate Do-It-Yourself person.
What's Included?
- Income-Only/Miller Trust Preparation
- Quick Guide to ALTCS Submission
Do-It Yourself Kit
$600.00
This kit is for the Do-It-Yourself person who wants more information and more guidance with a full set of instructions.
What's Included?
- Income-Only/Miller Trust Preparation
- Step-by-Step Instructions for ALTCS Submission
- Blank Forms to be completed and then turned into ALTCS: ALTCS Income-Only Trust Forms, Direct Deposit Change Forms, Direct Debit Change Forms
Hands-On Assistance Kit
$1,200.00
This kit is for someone that wants us to have a more hands-on assistance in completing all the steps of the trust requirements.
What's Included?
- Income-Only/Miller Trust Preparation and Signing/Notarizing of the document
- Step-by-Step Instructions
- Our office will complete the forms for ALTCS: IOT, Direct Deposit, Direct Debit
- 2 Hours of IOT Consulting with one of our Consultants
- Opening a Bank of America IOT account for you (if you choose Bank of America)
- Binder to keep all the documents organized
- Home Visit Fee (Phoenix-Metro Area)
- Postage & Handling (value: $15.00)