J2 Trusts and Estate Planning
Allow J2 to Guide you through the Trust and Estate Planning Process
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Planning your estate is easier than you may think. Review the essentials to estate planning and guide us in creating personalized estate and health care documents to ensure you and your loved ones are protected.
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Review Estate Planning Steps: See .PDF Below
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Call with Questions: 610.247.3520
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Fill out and Submit J2 Estate Planning Form (Encrypted): https://form.jotform.com/251945315548059
​​​Essential Estate Planning documents include:
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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.
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Trust and Pour Over Last Will & Testament
Protect your assets and your loved ones with a Trust and Pour Over Last Will and Testament. A Trust and Pour Over Last Will ensures control of your estate stays in your hands and that your wishes are met after you pass away. You can use a Trust and Pour Over Last Will to specify which of your assets go to family, friends, groups, and charities.
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Health Care Directive
Your directive contains two documents: a Living Will and a Medical Power of Attorney. 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. A Medical Power of Attorney is a document you use to appoint someone to make medical decisions on your behalf.​
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Estate Planning Recommendations:
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Please find attached Estate Planning steps and recommendations.
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Working with J2
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J2 will create four tailored Estate Planning Documents based on the responses to the questions presented in the form provided below.
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Revocable Living Trust
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Pour Over Last Will & Testament
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Power of Attorney
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Health Care Directive
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The Revocable Trust ensures you maintain control of your assets as you do now. Upon death or incapacitation, the Revocable Living Trust will automatically convert to an Irrevocable Trust which will be managed by your chosen Acting Trustee(s).
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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.
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J2 will prepare the documents, email them back to you and schedule a date and time of your choice for us to review the documents by phone or video call.
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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.
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Once final versions are provided, you will be responsible for attaining Witness Signatures and Notary. The rate for notary is $15, if you are having trouble finding that rate, we can assist. J2 can also assist with state registration if required at no additional cost. Currently only 6 states require state registration.
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J2 will also provide counsel to your Acting Trustees at no cost when they need it. Written guidelines for your Acting Trustees are provided as an attachment to this webpage.
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J2 Estate Planning Questions
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​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
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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.
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220 Valley Rd Merion Station, Pa 19066
610.247.3520
