PlanProtect (2D Plan: Document & Defend)
LifeStart Plan (1D Plan, Document)
Who This is For:
Who This is For:
Families who want to make sure their plan actually works and avoids probate. Why It Matters: Without proper asset alignment, even a well-written plan can lead your loved ones back into probate court—costing them time, money, and peace of mind. Includes all legal services provided in the LifeStart Plan.
You have a low risk of probate and want the essential legal documents in place to make sure your wishes are followed. Why It Matters: While this plan checks the essential boxes, it may not protect your family from the delays and expenses of probate if something unexpected happens.
Solves Problems Like:
Key Benefits:
Solves Problems Like: Your trust not working because
Key Benefits:
Not having anything written down if something unexpected happens Your family not knowing who should make decisions or what you would want Hospitals refusing to speak with loved ones because there’s no paperwork Banks freezing accounts because no one has legal authority to act Stress, panic, and family conflict when you're unable to speak for yourself
A legally valid Will, Power of Attorney, and Health Care Directive A Living Will to guide A basic Revocable Trust (*availability may vary by legal plan provider*) One deed prepared for your Ohio property The peace of mind that your basic documents are in place medical choices when you can’t
Your trust gets funded so it works when needed You avoid probate court and protect your family from delays Important assets and accounts are reviewed and aligned Key people (like your trustees) get clear instructions Digital access to your documents and emergency tools Ongoing check-ins to keep your plan up to date
your assets weren’t put in it Your family still ending up in probate court—just with thicker paperwork Expensive delays and legal battles when things aren’t properly titled Your wishes getting lost because no one kept the plan updated Thinking your plan is done, when it’s really just getting started
Your Investment:
Your Investment:
$4,495–$7,995
$1,995–$4,495
Feature
LifeStart
PlanProtect
ClarityMap
LegacyMax
Legal Docs (Will, POA, Trust) Probate Avoidance Financial Clarity & Tax Planning Legacy Strategy & Family Preparation
655 Metro Place S. Suite #440, Dublin, OH 43017 t: 614-432-8065 e: info@wealthsolutionsnetwork.com w: www.wealthsolutionsgroup.biz
655 Metro Place South, Ste 440, Dublin, Ohio 43017. t: 614.408.0529 w: www.dupontestatelaw.com
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