We get it – dealing with inherited properties or passing down properties can be an emotional rollercoaster.
An estate plan is like a map, guiding your loved ones through the process with less stress and drama.
Because who needs that when dealing with family matters?
And if you're the wealth builder we think you are that means you're also a wealth protector.
Leaving clear instructions for your family to follow sends the right message even from beyond the grave!
There are 3 critical parts to every estate plan
01
LIFE INSURANCE
Life insurance can be your secret weapon to ensure your mortgage doesn't turn into a financial villain for your loved ones. If the unexpected happens, the payout can help cover the mortgage, keeping the property safe and sound
02
WILL
A will can be the peacemaker, preventing potential conflicts among heirs by laying out a clear path for the distribution of real estate assets. A well-crafted will can include strategies to minimize tax liabilities
03
TRUST
A trust is like the escape route, allowing your properties to bypass probate and smoothly transition to your chosen heirs, minimizing delays and headaches. If you're involved in real estate partnerships or businesses, a trust is your playbook for seamless succession
WE HAVE JUST THE REMEDY
This isn't for just any homeowner...it's for
LEGACY PROTECTORS!
We've joined forces with Trust & Will to bring you a cost-effective and user-friendly estate planning service right here in the United States.
We’re here to help you through life’s most challenging moments with unlimited chat and technical support provided directly through Trust & Will. Get personalized guidance when you choose a service-focused plan.
Need a probate attorney? Trust & Will provides affordable access to a probate concierge or an attorney.
Have international real estate? We've partnered with Diaspora Freedom Initiative to provide you with an international estate plan that protects your international real estate and assets.
See what our clients have to say!
So what exactly is included in our estate plans?
Last Will & Testament: Your final wishes for your possessions, dependents, and arrangements.
HIPAA Authorization: Authorizes trusted individuals to receive your protected health information for specified purposes.
Living Will: Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.
Power of Attorney: Assign someone, (an agent) to manage your personal, financial, and medical affairs if you are away or incapacitated.
Revocable Living Trust: The central hub of your estate plan with provisions for the management, control, and distribution of your assets during life and after death.
Certification of Trust: Provide this document to third parties in place of a copy of the Trust. This contains a summary of key provisions from the Trust but does not reveal other personal details.
Physical & Digital Documents: Get access to your estate plan in a digital portal where you can make any changes you need to with complimentary first time shipping of physical documents.
Ongoing Support: For the first 12 months receive complimentary chat and phone based support via the Trust & Will customer service (only available in the U.S.). Set up appointments with a Diaspora Freedom Initiative representative for your international estate planning needs.
You'll also get a FREE LIFE INSURANCE QUOTE and speak with our dedicated agent about your wealth protection needs while you're still alive and in the afterlife. This is especially key with passing down primary homes, property management companies and properties held in LLC's
Meet the Money Mindset Clinic™️
Legacy FinCareTeam
Hi there, I'm Melissa West, your U.S. Legacy Counselor at the Clinic! I'm all about crafting legacies of wisdom, wellness, and wealth for you, both in life and in business. After facing some serious health challenges, I realized the importance of leaving a positive mark on the world. That's why I'm here to partner with you, guiding you through setting up a wealth building life insurance policy, wills and trusts in the United States and helping you build a legacy that truly matters. Whether it's overcoming obstacles or fulfilling your vision, let's embark on this journey together and create a legacy that lasts!
Hey there, I'm John M. DeBellotte, your International Legacy Counselor here at the Money Mindset Clinic. My journey began with several successful international business, but my true passion lies in helping folks like you secure their legacies. I assist international rental owners and homeowners in establishing international trusts to safeguard their assets across borders. Whether you're looking to protect your inherited property or venture into international real estate, I'm here to guide you every step of the way. Let's build a legacy that lasts!
