Complete Estate Plan — Exclusively for HPG Clients
***73% of Americans HAVE NOTHING IN PLACE***
It's our goal to ensure every HPG client does.
That's why we partnered with Trust & Will — one of the most trusted estate planning platforms in the country — to make this available exclusively to you.
Join The ItsKeaton Affiliate Community
For Just $49/week
WHAT YOU GET
Revocable Living Trust
The central hub of your estate plan with provisions for the management, control, and distribution of your assets during life and after death.
Certification of Trust
Provide this document to third parties in place of a copy of the Trust. This contains a summary of key provisions from the Trust but does not reveal other personal details.
Last Will & Testament (Pour Over Will)
Your final wishes for your dependents and arrangements, with specific references to the details outlined in your Trust.
Living Will
Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.
Power of Attorney
Assign someone, (an agent) to manage your personal, financial, and medical affairs if you are away or incapacitated.
Schedule of Assets
A listing of assets that you hold in the Trust are subject to the provisions of the Trust. This can be easily updated as you add or remove Trust assets.
HIPAA Authorization
Authorizes trusted individuals to receive your protected health information for specified purposes.