Estate Planning Package
$5,999 one-time payment ($7,440 value)
This special prelaunch package will pair you with one of our Childfree Wealth Specialists®, all of whom as CERTIFIED FINANCIAL PLANNERS™, for three powerful sessions to plan for your wealth and legacy.
Together, we’ll get your documents ready and walk you through your Childfree Trust® online setup.
Included in the package:
- Prepay and lock in our best pricing ever — no COLA increases for 5 years ($5,940 value)
- Three-session Childfree Wealth® estate planning package ($1,500 value)
- Our Lifetime Legacy Promise
Your estate-planning sessions
SESSION 1
Your Childfree Wealth® Checkup
This 60-minute signature session is part dream sequence, part wake-up call, and part reality check.
We’ll look at the financial big picture and begin discussing your legacy.
SESSION 2
A deep dive into your estate plan
Take the next step with your Childfree Wealth Specialist® to cement your estate plan.
You’ll also outline detailed wishes to include in your care documents.
SESSION 3
Set up your protection
In our last session, we’ll walk you through completing your legal estate documents and complete your Childfree Trust® registration together.
With your documents finalized, your wishes are protected immediately.
Our Lifetime Legacy Promise
Once you’ve been a Childfree Trust® member for 24 consecutive months, if run out of money or assets and go on Medicaid, we’ll stop billing you.
Your Childfree Trust® membership will continue even if you can’t afford the monthly fee.
Even if life throws you a curveball, we’ve got you.
Who is Childfree Trust®?
Childfree Trust® is the first comprehensive estate-planning service built to provide medical and financial power of attorney, executor, and trustee representation for Childfree people in all 50 states.
If you don’t know who will act as next of kin to make decisions on your behalf, put us down. We’ll step in to ensure your wishes are followed.
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