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

$250.00

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

$500.00

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

$999.00

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)