Empowering You with Expert Guidance to Create Your Digital Revocable Living Trust
Experience unmatched expertise as outlined in the eBook, The Future of Estate Planning: Digital Revocable Living Trusts Explained – where you will learn how every Trust that we create is handled with precision, integrity, and unwavering dedication to your legacy.
Avoid Probate Using Technology That You Cannot Get Anywhere Else
Experience specialized support tailored to protect your legacy for your next generation, through expert advice, trust documents management, and regulatory compliance.
Introducing The eStatePlan™
Digitized • Feature Rich • Dynamic
Convenient Access From Anywhere
Manage your eStatePlan from the ease and comfort of your home. View, communicate with our support staff, and update (24/7) your eStatePlan document set through your secure Client Console portal.
Formulate and Update Personal Medical Directives Anytime from Anywhere
Create and keep current your personal Medical Directives (AMD) ONLINE (24/7). Your attending physician (medical provider) will have ONLINE (24/7) pass-code access to your AMD by way of a Medical ID Card in your wallet.
Use the Video Vault to Host your Personal Digital Memories
Record a Video as a personal message of Love to be revealed at your Death, as a special memory of your Legacy.
Ask About our "90 in 90 FORMula"
In emergency situations, if Assets are Prepared, Listed, and Ready for Funding, your Trust can be completed in only 90 minutes.
FAQs
Answers to Your Legal Questions, Here to Help
How do I know if I need a Trust?
If you have assets to protect and a desire to avoid probate, you need a Trust.
What should I bring to my first consultation?
It is helpful to list the assets that you desire to protect and bring any supporting documents in preparation to fund your Trust. There is a short intake form to identify your desired elements to be included in your Trust.
How are your fees structured?
One time retainer fee plus a $95 per year Digital Trust fee allowing your ability to change your Trust directives 24/7 as your dynamic life ensues.
Does Emerald Coast Financial Group manage the process?
Yes, our team implements a 5-step process that results in creating your Digital Trust plus reviewing an asset protection strategy with no market risk.
How long does the Trust development process take?
Speed depends upon your listing of assets to be placed into the Trust. The 5-step process, depending upon your availability, is two weeks or less. In emergency situations we can complete your Trust in 90 minutes.
Is my consultation confidential
Yes, all consultations are strictly confidential. We act as fiduciaries and ensure that your information is secure and protected.