Get Your Complete Family Trust Package Set Up & Fully Funded Today for $2,495
Attorney-Prepared Documents. Concierge Service. Done In About 2 Hours.
I understand that all purchases are final once my login credentials have been issued to me via email. No refunds or cancellations will be issued under any circumstances.
I acknowledge that I am solely responsible for scheduling and completing both the document creation meeting and the trust funding meeting. Failure to do so does not qualify for a refund or cancellation.
Here's Everything You're Getting Today:
Complete Trust Creation using attorney-prepared documents — the same software used by law firms across the country, without traditional attorney fees (Value: $3,500+)
Full Trust Funding Process — we walk you through moving your home, accounts, and assets into the trust so it actually works when your family needs it. This is the step that 40–60% of families skip. (Value: $1,500+)
Retirement Planning Session — a personalized session to review your savings, income gaps, and retirement plan so your money lasts as long as you do (Value: $500+)
End-of-Life Plan — a complete medical directive and final expense plan so your wishes are honored, and your family doesn't carry the financial burden (Value: $300+)
Secure Online Document Vault — 24/7 access to every document from your phone. No waiting for office hours. No digging through a safe. Everything is available the moment your family needs it (Value: $200+)
Lifetime Consultation & Updates — life changes. New kids, marriage, divorce, new assets. We update your trust at no additional cost so it stays valid no matter what changes (Value: Ongoing)
Total Value: $6,000+
Your Investment Today: $2,495
(Compare to $5,000–$10,000 with traditional attorney services — where funding is often not included)
Real People. Real Results.
Jessica is so helpful and helped me manage my anxiety when it came to setting myself up for my future. She is thoughtful, respectful and considerate of your needs and is flexible around meeting times. What more could you want when planning for your life!
I recently had the pleasure of working with Jessica regarding our retirement needs, and I couldn't be more satisfied with the service she provided. Her service was quick, informative, and incredibly helpful. She was able to answer all of my questions thoroughly, ensuring that I understood all aspects of the retirement options we were discussing.
Jessica is an outstanding Retirement Insurance Specialist to work with, answered all of my questions regarding retirement planning and TFRAs, came up with great options and had me on board with an excellent plan in no time! Responds quickly to questions, is very knowledgeable and personable!
Jessica Yates is one of the best financial advisers I have ever worked with. She is professional, very competent, excellent communicator and has perfect understanding of the issues at stake. I needed advise on retirement from multiple entities and she understood my needs, addressing them perfectly. I recommend Jessica to anyone in need of retirement guidance. Dr. Chris Condeiu, Professor of Chemistry, Adjunct, MVCC
Well I am finally sitting down with retire specialist Jessica Yates and feel like I am in the right place. She is calm, kind, matter of fact and knowledgable about how to move my resources in the right place and that will work best for me. Working with Jessica makes me feel a bit more confident in planning for my future. I know it's ultimatley up to me to get on the ball with my funds. If I have questions I know she will walk me through it. Thanks Jessica!
Jessica is amazing! She is knowledgeable and understands the stuff I don’t have time to research myself. She walked me through the entire process and helped me make financial decisions I feel good about. She is very organized and gets everything done in a quick manner. She’s made the whole process flow so easily.
Attorney-prepared documents. Fully funded. Done in about 2 hours. Results may vary based on individual circumstances. This is not legal advice.
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RyBeck Financial & Insurance Solutions and YWAIT Wealth Management is not a law firm and does not provide legal or tax advice. This site provides general information about legal topics. This site, and the products available on this site, are not a substitute for the advice of an attorney. You should consult with an attorney and tax advisor licensed to practice in your state for advice about your specific circumstances.