Updates to Previous HIP Estate Plan

Request an update to be made to an Estate Plan previously created using the HIP system

$100/Update

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Updates are easy and can be made by an Advisor using the HIP dashboard.

Helios will not update a trust that was not originally created by Helios. 

 

Estate Plan

Coordinate an Estate Plan using HIP

$450/plan

*First plan is Free. However, deed work and other filing fees are not included and will be billed at the regular price.

No membership fees!

No registration fees!

Pay as you go!

Get Your Free Estate Plan

 


 

Add a Property Deed

Request a Property Deed to be included in the Estate Plan

$250/Per Deed

Get Your Free Estate Plan


 

 

Review a Previously Existing Estate Plan

The Helios team will review an existing trust that was not created by Helios’ software and provide a summary document.

$100/Review

Instructions


If a new trust is needed, the Advisor can create a new trust via Helios’ system. 

Helios will not update a trust that was not originally created by Helios. 

Getting started in three simple steps...

In no time at all, you'll be up and running with Helios Integrated Planning.

Once you establish an account, you will be given a username and password to access the Estate Planning system. Once you are logged in, you will be able to access all of the resources needed to create your first Estate Plan. Remember, there is no fee to establish an account which grants access to the Estate Planning system, fees only occur when a plan is created.

Online Estate Planning

Pricing

Every Helios Integrated Estate Plan is state-specific for all 50 states and can include the following:

  Trust

  Certification of trust

  General transfer

  Property agreement for community property states

  Financial Power of Attorney

  Medical Power of Attorney or Advance Health Care Directive

  HIPAA release

  Will

  Deed(s) for real property (at an additional charge)

Every Helios Integrated Estate Plan has the ability to include language that addresses conduit language for IRA’s, opportunities to convert shares to a Special Needs Trust or postpone distributions in exceptional circumstances (example: drug use), State-specific requirements, flexibility to plan for unknown changes in state and federal estate tax law, and more. This is an example of how Helios only applies attorney-quality documents and language in the final outputs of all Estate Plans.

 

Moving assets into a trust?

Naming guardians for minors?

Making decisions about making healthcare needs?

Deciding who will handle their financial lives in their absence?

Our team of Attorneys and Estate Planners are here to help!

Complete Advisor training

Although the HIP online system is quite easy and straightforward to use, it is important that each Financial Advisor take a few minutes to watch the training videos before starting their first Estate Plan. Our system is designed so that all users must view the training videos before the first plan can be fully executed and presented to a client. Once the training is complete, the Advisor can create as many plans as necessary. All Advisors must sign up for an account before the training videos are accessible.

Get Your Free Estate Plan

Legal Support

Coordinating an Estate Plan is a critical step in ensuring that your client’s wishes, desires, and plans are carried out after his or her death. Helios Integrated Planning provides legal support, before and after you prepare the Estate Plan.

Every plan is reviewed by an Estate Planning specialist or an attorney so you are confident that the plan you deliver is accurate and adheres to state guidelines.

Get Your Free Estate Plan

Want to have Helios Integrated Planning review a previously existing Estate Plan?

For $100, the Helios team will review an existing trust that was not created by Helios’ software and provide a summary document. If a new trust is needed, the Advisor can create a new trust via Helios’ system. Helios will not update a trust that was not originally created by Helios. 

Email a scanned copy of the existing plan to [email protected] and receive confirmation

Wait two business days for the Plan Summary Document to be returned to your email's inbox

Interested in bulk orders for your entire office?

Discounted rates are available!

Contact Us for Large Orders