20K Reasons to Celebrate —

And One Exclusive Offer for You!

20% OFF OUR

ESTATE PLAN PACKAGE

This celebration is about you —Take this opportunity to protect your family and your legacy.

20K Reasons to Celebrate —

And One Exclusive Offer for You!

20% OFF OUR

ESTATE PLAN

PACKAGE

This celebration is about you

Take this opportunity to protect your family and your legacy.

This is a Limited-Time Offer.

You only have

to get this package at a discounted price.

Protect Your Legacy With Our Estate Planning Package

Estate planning is important to make sure your wishes are honored and your loved ones are cared for. This package covers all the essentials like:

✓ Living Revocable Trust

✓ Financial Power of Attorney

✓ Health Power of Attorney & Advanced

✓ Directives

✓ Living Will

✓ Asset Inventory

✓ Deed Transfer (Optional)

✓ Attorney Review

✓ Cloud Storage

✓ Funding Guide

Protect Your Legacy With Our Estate Planning Package

Estate planning is important to make sure your wishes are honored and your loved ones are cared for. This package covers all the essentials like:

✓ Living Revocable Trust

✓ Financial Power of Attorney

✓ Health Power of Attorney & Advanced

✓ Directives

✓ Living Will

✓ Asset Inventory

✓ Deed Transfer (Optional)

✓ Attorney ReviewButton

✓ Cloud Storage

✓ Funding Guide

NEED MORE INFORMATION?

Will this estate plan be valid in my state?

Yes. We create estate plans that are legally valid and aligned with your state’s specific requirements.

Is the estate plan package customizable to my needs?

Yes! The estate plan package includes documents tailored to your specific situation, with options like deed transfers and attorney reviews for added customization.

Is the plan reviewed by an attorney?

Yes. All documents are reviewed by a licensed attorney to ensure everything is accurate, compliant, and built to protect you and your assets.

Are there any recurring fees or is this a one-time payment?

It’s a one-time fee. No hidden costs, no subscriptions. You’ll know exactly what you’re paying for upfront — and right now, it’s 20% off.

How do I know if this estate plan is the right fit for me?

If you have children, own anything of value, want to name someone to make decisions for you, or simply want peace of mind — this plan is a fit.

I’m single with no kids. Does estate planning still apply to me?

Yes. Even if you’re not married or don’t have children, you still have the right to decide who handles your affairs if something happens. An estate plan helps you stay in control—on your terms.

I’m not rich—do I really need an estate plan?

Absolutely. Estate planning isn’t just for the wealthy — it’s for anyone who wants to have control over what happens to their money, property, and health decisions if they become unable to make them.

Can I make changes to my plan in the future?

Yes. Life changes — and your plan can too. You’ll be able to make updates as needed for a small administrative fee if circumstances change.

What happens after I purchase?

You’ll get access to your secure Estate Plan Portal and a link to book your Simple Estate Plan Session. From there, we’ll guide you through the next steps and answer any questions you have.

NEED MORE INFORMATION?

Will this estate plan be valid in my state?

Yes. We create estate plans that are legally valid and aligned with your state’s specific requirements.

Is the estate plan package customizable to my needs?

Yes! The estate plan package includes documents tailored to your specific situation, with options like deed transfers and attorney reviews for added customization.

Is the plan reviewed by an attorney?

Yes. All documents are reviewed by a licensed attorney to ensure everything is accurate, compliant, and built to protect you and your assets.

Are there any recurring fees or is this a one-time payment?

It’s a one-time fee. No hidden costs, no subscriptions. You’ll know exactly what you’re paying for upfront — and right now, it’s 20% off.

How do I know if this estate plan is the right fit for me?

If you have children, own anything of value, want to name someone to make decisions for you, or simply want peace of mind — this plan is a fit.

I’m single with no kids. Does estate planning still apply to me?

Yes. Even if you’re not married or don’t have children, you still have the right to decide who handles your affairs if something happens. An estate plan helps you stay in control—on your terms.

I’m not rich—do I really need an estate plan?

Absolutely. Estate planning isn’t just for the wealthy — it’s for anyone who wants to have control over what happens to their money, property, and health decisions if they become unable to make them.

Can I make changes to my plan in the future?

Yes. Life changes — and your plan can too. You’ll be able to make updates as needed for a small administrative fee if circumstances change.

What happens after I purchase?

You’ll get access to your secure Estate Plan Portal and a link to book your Simple Estate Plan Session. From there, we’ll guide you through the next steps and answer any questions you have.

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Want to get updated on latest financial trends? Subscribe to our mailing list.

Contact Us

610-609-8246

Follow Us

transformationwealthgroup.com

Visit Our Website

www.transformationwealthgroup.com

Copyright 2025. Transformation Wealth Group. All Rights Reserved

Contact Us

610-609-8246

Follow Us

@transformationwealthgroup

Visit Our Website

www.transformationwealthgroup.com

Copyright 2025. Transformation Wealth Group.

All Rights Reserved