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Elige tu plan de precios

  • VIP Exclusive Member's Group

    49,95US$
    Cada mes
    Join Mz J's elite group for bi-weekly Zoom sessions with DIY remedies, study tools, File Share access, and exclusive discounts on services and bookings!
     
    • Virtual Group Meetings bi-weekly with Mz. Jackson
    • Private Member's Group access
    • Exclusive Information

  • Legacy Builder Membership

    47,99US$
    Cada mes
    ✔ Monthly Legacy Education Workshops ✔ Access to Legacy Blueprint library ✔ Probate avoidance updates ✔ Planning templates and worksheets ✔ Member community access ✔ Quarterly planning checklist
     

    • Legacy Steward Membership

      97US$
      Cada mes
      ✔ Monthly live Q&A sessions ✔ Document review guidance ✔ Trustee preparation training ✔ Estate organization support ✔ Legacy binder review sessions ✔ TOD / beneficiary update reminders
       

      • Blueprint Workshop Tier 1:

        67US$
        Cada mes
        Self-Guided (Entry Level) "Legacy Builder Access” Monthly workshop access (live or replay) Digital worksheets & templates Private community (optional)
        Válido por 12 meses
        • Pay monthly or pay a one time discounted price of $ 643.00

      • Blueprint Workshop Tier 2:

        57US$
        Cada mes
        Guided Implementation “Legacy Blueprint™ Implementation Program” Live monthly workshops (interactive), Full binder system (physical or digital), Guided completion of each section, Monthly Q&A
        Válido por 6 meses
        • Pay monthly or a one time only discount price of $310

      • Blueprint Workshop Tier 3: VIP

        499US$
        Cada mes
        Private Client Experience Everything in Tier 2 PLUS: 1:1 monthly strategy sessions Private trust & estate structuring guidance Document review support Direct access Family consultation session
        Válido por 12 meses
        • Free Portfolio Binder- Trust set-up support- Family Session
        • Free Binder Developement Service
        • Pay in full bonus: Consultation or bonus workshop

      • KJPTA

        0US$
         
        KJPTA reserves the right to verify the eligibility of any individual who books a New Member Intake Meeting. KJPTA reserves the right to cancel the booking without notice.
        Válido por 7 días
        • New Intake Introduction Meeting

      KJ Private Trustee Association provides educational programs and legacy organization systems. Legal services are not provided by the association. When legal services are required, participants may be referred to independent licensed attorneys.

      ©2022 by KJ Private Trustee Association, LLC. All Rights Reserved.

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