Learn "Up Close And Personal"

Every estate plan and the necessary legal documents should be custom designed. The assets, circumstances, goals and potential problems are different for each family.

For those consumers who truly want personal consulting, there is an opportunity! It involves spending a total of 5 hours (no seminars) with the President of Estate Conservation, Inc.

During the scheduled times, the participant can learn "up close and personal" about (1) the problems associated with the mass marketing of trusts and (2) critical "do's and don'ts" of trust management and (3) how certain trust provisions can increase administrative costs and (4) estate planning designs which are seldom mentioned by most trust providers. Also, the participant's existing estate plan (and documents) will be evaluated for design suitability.

A set fee of $1,000 will be charged. Vietnam veterans and active successor trustees will be given scheduling priority.

To obtain more details, click on the colored words "Contact Us" near the top of this page. Then, send us an E-mail. Include the words "learn up close and personal" in your transmission, and we will reply. Thank you.

Note: All participants must (1) be well versed in the English language and (2) be ambulatory (a trip to a local courthouse will be necessary) and (3) first read The Living Trust: A Good Idea Gone Bad! report.