*JKG Surya LLC - Living Trust Estate Planning Application

LIVING TRUST ESTATE PLANNING

THE TIME FOR EASY, CONVENIENT, AND AFFORDABLE ESTATE PLANNING HAS ARRIVED!
Consider this, the majority of Americans do not have any plan in place. They will be stuck with the government's one-size fits all legislated plan. Leaving important decisions up to the courts to implement, can result in a loss of control and privacy, not to mention time and legal fees. It's always sad to hear when someone who spent a lifetime to create an estate of value, and live a life in the best manner possible, become just another public court docket.

We decided "No More"! Many people never get their own plan in place because they don't know an attorney, don't have the time, or don't think they need a plan. We have eliminated all of those excuses.

Fully customizable, attorney drafted plan at your fingertips. No waiting, no travel, no big lawyer bills!
Rather than having to take your time and be inconvenienced to visit with an attorney face to face, through the power of the internet and technology our experts bring the entire process direct to you via the internet. No waiting, no travel, no big money lawyer bills. Instead you have the convenience to complete the interview on your time and at your leisure. No big legal bill. Software and taking the attorneys time and cost of an office out of the picture enables us to price your comprehensive plan at a small fraction of what you would have to pay otherwise. Plus, you get far more benefits than through the traditional process and all made possible through the power of technology.

We have a team of Living Trust Estate Planning Coordinators to guide you through every step.

LIVING TRUST ESTATE PLAN PRICING INCLUDES: $1695
- Revocable Living Trust
- Income Only Option
- A/B Trust Option
- Spendthrift Provisions
- IRA "Look-through"
- Optional Sub-Trust for Children
- Certificate of Trust
- Last Will & Testament
- 24/7 Account Access
- Financial Power of Attorney
- Healthcare Power of Attorney
- Living Will
- Advance Directives
- Online Funding Kit
- Unlimited Funding Letters
- Online Document Vault*
- Unlimited Updates & Changes*
- Unlimited Restatements*
- 1st year account subscription included ($29.95 value)
Please feel free to email us with any questions at jkgsuryallc@gmail.com.

Client Name:

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Client Email:
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Client Phone Number:
Please enter a valid phone number.
Client Address:

Street Address

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Postal / Zip Code
An Estate Planning Coordinator will be assigned to contact our client within 3 business days to start the Living Trust process. Please let us know how you would like to be contacted?

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Client Signature:

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The payment of $1,695.00 for the Comprehensive Estate Plan (Living Trust) will be processed within 1-2 business days following the submission date. Once payment has been processed, JKG Surya LLC, a Licensee of Estate Plans, will assign an Estate Planning Coordinator to contact the client directly to proceed with the Living Trust process.
PAYMENT AUTHORIZATION
(Payor) Applicant Government Issued ID
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Living Trust Estate Planning

$1,695.00

Total

$0.00

Credit Card Details
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(Payor) Debit/Credit Card Address:

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(Payor) Email:
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(Payor) Phone Number:
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I, the named card holder above, authorize JKG Surya LLC to charge my Debit/Credit Card for following initial payment of $1,695.00. This payment is for the Comprehensive Estate Plan (Living Trust) as indicated on the application. This transactions will appear on my debit/credit card statement as “JKG Surya LLC".

I acknowledge that this transactions may occur on the next 1-2 business day. If payment processing is unsuccessful on the 1st attempt, JKG Surya LLC has the discretion to make another attempt within 1-3 days. If the payment remains unsuccessful after two attempts, I understand that this will void this agreement for a Living Trust Plan.

I certify that I am an authorized user of the specified debit/credit card and commit not to dispute these scheduled transactions with my debit/credit institution, provided they align with the terms outlined in this authorization form.
(Payor) Debit/Credit Card Holder's Signature:

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PAYMENT AUTHORIZATION