Estate Plans (Coming Soon...)
Embedded Files
Standard Plan
Standard Plan
The following are the estate documents included in our standard plan:
Life and Disability Insurance
Power of Attorney
Last will and Testament
Living will
Living Trust
Data Required for Planning
Data Required for Planning
The following data is required to complete a consultation for estate planning purposes:
The following data is required to complete a consultation for estate planning purposes:
Age of Person Being Insured
Gov't-State ID
Total Monthly Household Expense
Annual Income
Existing Life Policy Information (Company, Face Amount, Cash Value)
Debt Balance and Loan Terms
Retirement (401k, IRA, Pension)
Stocks/ Equities
Real Estate
Consultation appointments should be scheduled by human resource departments or personnel.
Consultation appointments should be scheduled by human resource departments or personnel.
VBO, Inc. is not an accounting firm, a law firm, an accountant referral service, or a lawyer referral service. VBO, Inc. does not provide tax or legal advice, or tax or legal representation. Participating tax professionals and attorneys are independent contractors, and we do not influence or interfere with their independent professional judgment or advice.
Our real estate services are provided in collaboration with our partner brokers. We serve as the general agent for each transaction related to our clients.
Financial estimates do not represent guaranteed performance, and past performance does not guarantee future results. The financial projections do not incorporate the cost of life insurance.
Services are exclusively provided to our clients, partners, and their employees. We reserve the right to restrict, suspend, or terminate service for any user who does not meet these eligibility requirements.
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