J2 Trusts and Estate Planning
Allow J2 to Guide you through the Trust and Estate Planning Process
Call: 610.247.3520 or
Email: J2Contracts@J2enterprises.net
We will walk you through the entire Estate Planning Process from start to finish at no cost.
If you decide to move forward we will provide the 4 essential documents listed below for $500.
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Call with Questions: 610.247.3520
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Fill out and Submit J2 Estate Planning Form (Encrypted):
Essential Estate Planning documents include:
Power of Attorney
Protect your interests with a Power of Attorney. This document gives one or more people (called an attorney-in-fact) the authority to make financial and property decisions on your behalf while acting in your best interests.
Health Care Directive
Your directive contains two documents: a Medical Power of Attorney and a Living Will. A Medical Power of Attorney is a document that appoints your agent to make medical decisions on your behalf. A Living Will allows you to plan your medical treatment in advance. It ensures your bases are covered if something unexpected happens and you’re unable to express your personal health wishes.
Revocable Trust and Pour Over Last Will & Testament
Protect your assets and your loved ones with a Revocable Trust and Pour Over Last Will and Testament. These combined documents identify you as trustee of your estate while you are alive, name your successor trustee upon passing, avoids probate and provides direction regarding the distribution of your estate to your chosen beneficiaries.
Ensure your legacy with these four documents
Working with J2 Enterprises
J2 will create four tailored Estate Planning Documents based on the responses to the questions presented in the form provided below. The questions serve as a strong teaching tool to learning about the Estate Planning process and J2 recommends filling the form out while speaking with a J2 representative on the phone.
Upon answering the questions in the encrypted form provided below, please press the submit button. JB Bowie, Owner of J2 Enterprises LLC, is the only one with access to these forms. J2 values your privacy and will not share or discuss any details of your Estate Planning without your written permission.
J2 will prepare the documents within 48 hours, express mail them to you and schedule a date and time of your choice for us to review the documents by phone or video call.
The package is priced at $500. Also included are two free updates over a five-year period per document. Updates after the five-year period will be priced based on the scope of the request.
Once final versions are approved, we will assist you in attaining Witness Signatures or Notary.
J2 will also provide counsel to your Successor Trustee(s) at no cost when they need it. Written guidelines for your Successor Trustee(s) are provided as a part of the package.
J2 Estate Planning Questions
Please complete the J2 Estate Planning Questions Form by selecting or cutting and pasting the link below into a browser search bar:
https://form.jotform.com/251945315548059
J2 recommends filling the form out while speaking with a J2 representative on the phone. 6102473520
Upon completion of the form, initial documents will be provided within 48 hours and a phone or video meeting will be scheduled at your convenience to review and explain the documents.
220 Valley Rd Merion Station, Pa 19066
610.247.3520
