Sign up Here to Join the
Academy of Living Trust Plus® Attorneys

Select a paid membership plan below to gain access to our proprietary drafting software (you must own or subscribe to HotDocs separately) and all training materials and lessons, and personal access to Evan Farr.
Training materials and lessons will be provided starting immediately upon registration and payment. Software will be sent to you separately within 3 business days, as it must be customized for each user.
standard membership
$
1,299
Billed annually, no set up fee.
  • Includes All 3 Versions of the Irrevocable Living Trust Plus Asset Protection Trusts:
  • 1. Total Protection Trust
  • 2. Income Retention Trust (sometimes called Income Only Trust)
  • 3. Veterans Protection Trust (2 trust system, one for real estate to preserve the IRC Section 121 exclusion, and one for money taxed as grantor trust as to the beneficiaries)
  • Also Includes All of the Following:
  • Education and Marketing Materials for Prospective Clients:  Sample 1-hour Webinar; Sample 2-hour Webinar; and the actual PowerPoint presentations accompanying both webinars.
  •  Last Will and Testament with exercise of Power of Appointment changing beneficiaries of Irrevocable Trust
  • Cover letters and trust summary for each trust
  • Detailed and Comprehensive Funding Instructions
  • Detailed and Comprehensive Trust Operation Guides for each of the 3 trust versions
  • Residential Occupancy Agreement
Deluxe membership
$
1,999
Billed annually, no set up fee.
  • Deluxe Package includes everything in the Standard Package PLUS a comprehensive estate planning document assembly system, including:
  • General Power of Attorney with comprehensive gifting powers, irrevocable trust creation powers, and other Medicaid asset protection powers
  • Real Estate Power of Attorney
  • Evan Farr's Proprietary 4-Needs Advance Medical Directive® (including Evan Farr's Proprietary Long-term Care Directive®)
  • Basic and Complex Wills
  • Revocable Living Trusts - Joint and Separate
  • RLT Funding Instructions
  • Pour-over Will for RLT
  • Cover Letter and Summary of Documents
  • Special Needs Trusts (1st-party payback SNTs, and 3rd-party revocable and irrevocable SNT)
  • Irrevocable Life Insurance Trusts
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Price
$1,299 every year
$1,999 every year
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