THE GREATEST GIFT YOU CAN
GIVE YOUR FAMILY IS
A PLAN THEY'll NEVER HAVE TO FIGURE OUT.
This Memorial Day, protect the people you love most with a complete, attorney-reviewed estate plan that takes the guesswork, conflict, and heartache out of what happens next.
REGULAR PRICE
$2,800
SPECIAL OFFER
$2,500
THE GREATEST GIFT YOU CAN GIVE YOUR FAMILY IS
A PLAN THEY'll NEVER HAVE TO FIGURE OUT.
This Memorial Day, protect the people you love most with a complete, attorney-reviewed estate plan that takes the guesswork, conflict, and heartache out of what happens next.
REGULAR PRICE
$2,800
SPECIAL OFFER
$2,500
This Memorial Day Special Offer will end in:
This Memorial Day Special Offer will end in:
WHAT'S INCLUDED
everything your family needs. nothing left out.
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 Trust
The foundation of your plan. Your living trust dictates exactly how your assets are distributed — without the delay, expense, or probate court. Your family receives what you intend, directly and efficiently.
Financial Power of Attorney
Designates a trusted person to manage your financial affairs if you're ever unable to do so yourself. Without this, courts may step in which is costly and slow.
Health Power of Attorney & Advanced Directives
Appoints someone you trust to make medical decisions on your behalf and specifies the level of care you want. This document prevents agonizing guesswork for your family during the most difficult moments imaginable.
Living Will
Documents your healthcare preferences in writing, including the type of care you would or would not want in certain medical situations. This gives your loved ones and medical providers clear guidance if important decisions need to be made.
Asset Inventory
A comprehensive, organized record of everything you own — accounts, property, investments, insurance — so your family knows exactly what exists and where to find it. Most families spend months discovering assets. Yours won't have to.
Deed Transfer (if needed)
If you own real property, transferring the deed into your trust is essential. Otherwise, that property may still go through probate. We can handle this for you so your home is protected just like everything else.
Attorney Review
Your estate plan documents are reviewed by a licensed attorney based on your state. This gives your plan professional oversight, so you are not relying on generic forms
Secure Cloud Storage & Sharing
Your completed plan is stored safely in a secure digital vault that is accessible to you anytime, shareable with the people who need it. No more hunting for folders. No more wondering if anything is missing.
Funding Guide
Creating a trust isn't enough. You have to fund it. We provide a funding guide to help you understand what accounts or assets may need to be reviewed, updated, or moved into the trust, along with general direction for next steps.
Two Guided Meetings with a Professional
You'll have two dedicated meetings with a knowledgeable professional who will walk you through the process, explain the documents in a clear way, and answer your questions as you complete your estate plan.
REGULAR PRICE
$2,800
Our standard full-package price.
YOUR PRICE TODAY
$2,500
Save $300 with our Memorial Day special offer. Available until May 27, 2026 only.
WHAT'S INCLUDED
everything your family needs. nothing left out.
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:
WHAT'S INCLUDED
everything your family needs. nothing left out.
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 Trust
The foundation of your plan. Your living trust dictates exactly how your assets are distributed — without the delay, expense, or probate court. Your family receives what you intend, directly and efficiently.
Financial Power of Attorney
Designates a trusted person to manage your financial affairs if you're ever unable to do so yourself. Without this, courts may step in which is costly and slow.
Health Power of Attorney & Advanced Directives
Appoints someone you trust to make medical decisions on your behalf and specifies the level of care you want. This document prevents agonizing guesswork for your family during the most difficult moments imaginable.
Living Will
Documents your healthcare preferences in writing, including the type of care you would or would not want in certain medical situations. This gives your loved ones and medical providers clear guidance if important decisions need to be made.
Asset Inventory
A comprehensive, organized record of everything you own — accounts, property, investments, insurance — so your family knows exactly what exists and where to find it. Most families spend months discovering assets. Yours won't have to.
Deed Transfer (if needed)
If you own real property, transferring the deed into your trust is essential. Otherwise, that property may still go through probate. We can handle this for you so your home is protected just like everything else.
Attorney Review
Your estate plan documents are reviewed by a licensed attorney based on your state. This gives your plan professional oversight, so you are not relying on generic forms
Secure Cloud Storage & Sharing
Your completed plan is stored safely in a secure digital vault that is accessible to you anytime, shareable with the people who need it. No more hunting for folders. No more wondering if anything is missing.
Funding Guide
Creating a trust isn't enough. You have to fund it. We provide a funding guide to help you understand what accounts or assets may need to be reviewed, updated, or moved into the trust, along with general direction for next steps.
Two Guided Meetings with a Professional
You'll have two dedicated meetings with a knowledgeable professional who will walk you through the process, explain the documents in a clear way, and answer your questions as you complete your estate plan.
REGULAR PRICE
$2,800
Our standard full-package price.
YOUR PRICE TODAY
$2,500
Save $300 with our Memorial Day special offer. Available until May 27, 2026 only.
FREQUENTLY ASKED QUESTIONS
EVERYTHING YOU WANT TO KNOW BEFORE YOU START
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, you can get our Estate Plan Package for only $2,500.
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?
After you purchase, you will receive an email confirmation from our team. Within 24–48 hours, a member of our team will reach out with your next steps, including how to book your call and access your estate plan portal. From there, we will guide you through the process and answer any questions you have.
Your Family Deserves a Plan. Today Is the Day You Give Them One.
You've been thinking about this. Maybe for years.
The people you love most deserve to know that if anything ever happened, you had the wisdom and love to take care of them in advance.
This Memorial Day, honor that love. Take one meaningful step. Get your estate plan in place — with guidance, clarity, and a team that genuinely cares about your outcome.
Families Trust Us to Help Them Prepare with Confidence
Discover why families continue to choose Transformation Wealth Group
Siedah and her team are top notch, TRUE professionals who only want THE BEST for you. This is so rare nowadays. Her demeanor makes you immediately comfortable to talk about your finances. She WILL challenge you, and push you in a good way, to do better for yourself. I love the philosophy of her company.
The TWG Team provided me with excellent service, and offered me a host of financial options to fit me and my families needs. As new customers, I feel glad that we made the best decision to work with them, and them with us. They really care about the situations that you may be faced with and provide the best solutions for your family. Best decision ever.
I had a wonderful and positive experience with Siedah and her team. Honestly, insurance information can be sometimes overwhelming, but Siedah took her time to listen to my needs and she explained everything in a way that was easy for me to understand! It took the guess work of trying to figure out what certain terminologies meant and all! I never felt as if I had to make a decision right away. She was very patient and attentive to me through out the whole process. It's evident she cares deeply about her clients, she is kind and genuinely cares about helping people. I truly appreciate the support I received. Several months later after I purchased my life insurance policies she still checks in to make sure I'm all good - which I truly appreciate. She and her team are amazing! I look forward to working with her again in the future as I continue my wealth and legacy building journey - thank you Siedah and the team at TWG!!!
I’m not very active on social media so when I stumbled on Siedah Garrett-Guess with Transformation Wealth Group, I knew it was divine intervention. Almost one year later and 7 years before retirement, I can sleep better at night knowing that my future is secure, as well as my children and grandchildren!
I would like to share my experience with the Transformation Wealth Group.Siedah Garrett is the most professional and personal person you will ever meet. Her knowledge in building wealth through insurance is second to none. I am so glade to talk with her and learn to build wealth through the programs she offers.
I sincerely enjoyed working with Siedah. She’s very knowledgeable and savvy about wealth planning and setting up retirement plans and such. It was a pleasure working with her.
If you're seeking to transform your family's financial future, look no further than Transformation Wealth Group, particularly Siedah. The knowledge and guidance I've received from her have been nothing short of phenomenal in helping me cultivate the legacy I desire. I've personally benefited from her expertise in obtaining permanent life insurance and rolling over IRAs/annuities, and our work together continues. What truly sets Siedah apart is her ability to combine professional excellence with genuine care. She's become more than just a financial advisor; she's a trusted friend who consistently has my best interests at heart. Her patience and diligence in guiding me toward the right products and strategies for my goals are truly invaluable. Finding someone you can trust with your financial future is rare, and I've found that trust completely with Siedah and Transformation Wealth Group.
Working with Siedah Garrett-Guess was a wonderful experience. She was very knowledgeable about investment products. She provided Life Insurance strategies that would meet my financial goals. I highly recommend her if you're interested in planning a strategy to reach your retirement goals.
Ms. Siedah Garrett-Guess is highly knowledgeable in wealth building and protection. As an extra bonus, she is incredibly caring and intentional in curating products that perfectly align with my individual needs. Her staff also reflects her strong business values, ensuring a consistently high level of service and support.
My experience with Siedah Garrett at Transformation Wealth Group was amazing. She went above and beyond to ensure I made informed choices and felt comfortable throughout the process. If you're looking for someone who is kind, caring, and trustworthy, I highly recommend reaching out to her.
I am new to the organization and the process but my experiences today have been reasonable and rewarding, and experience we should all try
Siedah was very professional, patient, and very knowledgable. During the entire process she answered all of my questions and concerns with a smile. Five Star Service!
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