Our Popular FSI Legacy Trust Portfolios

Here are our Trust Portfolios. For Rockefeller and Kennedy size estates all the way down to $150,000 of net estate value. Start from scratch, or update for your current living trust portfolio, for individuals or married couples. Order online to save a C note from normal pricing.

You can put off driving to the Grand Canyon, painting the porch, or cleaning the garage. But don't delay or put off updating an outdated trust portfolio or delay putting this important legal document portfolio into affect.

FSI’s Professional Portfolios for Single Individuals.

Individual Legacy Living Trust Portfolio

$985.00
Special Online 10% Discount - Original Price: $1,095.00

Complete Legacy Living Trust Portfolio for an Individual.

Everything you will ever need to max plan your estate, avoid conservatorship upon disability and big probate legal bills when you die.

FSI’s Professional Portfolios for Married Individuals.

Married Legacy Living Trust Portfolio

$1,165.00
Special Online 10% Discount - Original Price: $1,295.00

Complete Legacy Living Trust Portfolio for a married couple.

Everything you will ever need to max plan your estate, avoid conservatorship upon disability and big probate legal bills when you die.

Our Popular FSI Legacy Will Portfolios

Here are our Will Portfolios. O.K, you are not a Rockefeller or Kennedy. We get that. But, you still need most of the documents in the Trust Portfolio. (Power of Attorney, etc.) Instead of a trust, we will use a modern Last Will and help you create a beneficiary deed and enroll your money accounts for "payable upon death" status so your estate does not have to go through probate. Suggested for any estate up to $150,000 in net estate value. (Don't forget any inheritance you may receive)

Will Portfolios again are for individuals and married couples. Order online to save 1/2 of a C note. Again, don't delay getting these in force. The most expensive estate at death is one that is not properly planned.

Individual Legacy Will Portfolio

$492.00
Special Online 10% Discount - Original Price: $547.00

Complete Legacy Will Portfolio for an Individual.

Everything you will ever need to max plan your estate, avoid conservatorship upon disability and reduce or eliminate any big probate legal bills when you die.