Included Benefits

This program guarantees you ZERO out-of-pocket expense for:
Referral to a qualified estate planning attorney to prepare up to three replacement legal documents per year. (This includes will codicils, trust amendments, replacement powers of attorney and more.)

Other benefits include:

  • A price guarantee of $30.00 per document for the fourth and sub- sequent replacement legal documents per year, if necessary.
  • Free document replacement for lost, stolen or destroyed documents due to flood, tornado and other acts of nature. *
  • Certain affidavits needed by your Personal Representative or Successor Trustee at estate settlement.
  • Document delivery
  • Facilitation of notary and witnesses, if applicable, for document execution.

*May require re-signing, witnessing and notarization.