About Us

Ward Powell is a Certified Estate Planner™ and a member of the National Institute of Certified Estate Planners. We educate and facilitate the process of providing clients with basic revocable and irrevocable living trusts. Estate plans protect our clients from the unnecessary ills of probate. Our clients benefit greatly from this fundamental asset protection concept.

THE WARD POWELL GROUP INC
REVOCABLE LIVING TRUST CONSULTANT SERVICE PROMISE AGREEMENT
Delivery of the following items:
Two Complete copies of the Trust*
Will*
POA for Assets*
POA for Health Care*
Pour over will*
Living Will*
Processing of 1 Deed*
Three ring notebook binder
Annual Review
Assistance with Funding the Trust**
Assistance with Settling the Trust**
Newsletters/Articles
Emails

*Delivered once completed by the Attorney and The Estate Planning Source
**Educational Support/Facilitator

Additional Services/Consultations:

• Estate Planning Education: Live and Web-Based Presentations
• Revocable Living trust
• ILIT
• Annuities
• Alternative investments
• Self-Directed IRA
• Structured Cash Flows
• Structured Settlements
• Long Term Care Insurance
• Disability Insurance
• Individual Retirement Account

Contact Us


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