Ultimate Do-It Yourself Kit
$300.00
This kit is for the ultimate Do-It-Yourself person. It does not provide detailed instructions on how to complete each of the steps but just gives you the information necessary to provide a completed packet to ALTCS.
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 a set of detailed instructions to provide a completed packet to ALTCS.
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
$1200.00
This kit is for someone that wants to have more hands-on assistance including a clear understanding of the process and the purpose of the Trust document.
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 an 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)