Hands-On Assistance Kit


This kit includes preparation and signing of the trust, 2 Р3 in-person meetings: Trustor (person needing trust if signing his/her trust; typically the ALTCS applicant), Trustee (to explain trust and all its detailed requirements), and Banker (if you want us to open the account for you at Bank of America). It includes completed forms and letters (if you provide enough information for us to do that), binder with all written instructions, mailing of the binder to you if we open the trust, and home visit fees* if we need to go see Trustor for his/her signing.

Submit the form below before making your purchase for the Hands-On Assistance Kit.