Testimonials

Lori and I were genuinely impressed with the Estate Planning portion of our training.

We own a Real Estate rental business where our almost dozen houses were listed in our personal names, so crucial planning was necessary in order to effectively protect these assets.

We were walked through every step of the estate planning process in terms that were not over our heads. In fact, the professional staff at Integrity even took the information that we compiled together and wrote the draft of for our new Estate for us. Mailed it to us in a legal format so that literally all that we had to do was have it notarized, and change the names on our Real Estate deeds to reflect the new Estate.

We came out of the training highly knowledgeable about Wills, Trusts, and other forms of financial and Estate related planning and their options. We were advised with our unique situation, which options were the best for us.

We have successfully protected our assets and gave us the peace of mind that if either of us ever became incapacitated, that our children and family can access our belongings and act in our best interest without government or legal interventions once we are no longer around.

Gary and Lori, Goodrich MI


"Setting up a trust has been an easy and simple process, as Jim Burch, our estate-manager coach, explained everything to us thoroughly and succinctly, and then promptly put the process into motion. We have confidence that should we die, our daughter will be taken care of and that our estate will be handled in the most efficient manner possible."

Ted and Laurel, New Jersey

 


 

I had forgotten about the Estate Planning being part of the program until Jim called me. It wasn't a priority because I am still very young and thought that Estate planning was something that you did after you retired and was getting older...Jim called and explained everything to me and explained the difference in Wills and Trust and I realized the importance of setting something up no matter how young or old you are. He took me step by step on what I needed to do, explained everything to me in terms that I understood and sent me all the paperwork clearly marked with how I needed to follow-up. It feels so good knowing that everything is set and that if anything happens to me my loved ones will not have the stress of having to deal with my estate. Thanks Jim for your patience and answering my millions of questions!!

Marne' Oviedo, FL

 


 

Regarding the estate planning, for me, it was very simple as I already knew the answers to the questions I gave to, I believe, Jim. He then gave me precise contact information in a package and the next thing I know, I was done with trust in hand. Very simple process. Thank you all very much.

Tim – San Antonio, TX

Pay heed to this, or you'll be helpless to save your family from a looming FINANCIAL TRAIN WRECK...

Let's get right to the point here because the simple fact of the matter is, time's ticking.

No matter what income level you're at, if you own a home, have children, or any kind of retirement savings at all... you must get a solid estate plan in place. Please, I beg you not to ignore this!

An estate plan is not just for the wealthy and affluent. And it's much more than just a will too, but I think you already know that. In fact, I'm confident that you already know why you need it... and perhaps the only reason you don't have it already is... it's just such an easy thing to procrastinate on. (Besides, most people think the whole mess is so complex and expensive... who even knows where to start?)

Well my friend, I have some good news that will not only make it simple and affordable to get all your affairs in order--it'll make you smile until your cheeks hurt.

 

Here's The Deal...

For the last 8 years or so my company has been helping regular folks just like you to achieve greatness in pretty much every area of their finances.

For the most part, that help has been through high-end one-on-one financial coaching... basically giving these folks a “go-to guy” that walks them step-by-step towards their financial goals.

Lately, quite a few people have been asking if we can help with their estate planning.

Unfortunately we've been turning them away because even though we've been offering that service for our coaching clients... we've never had it available as a stand-alone program.

So, considering my mission is to be a blessing to everyone I come in contact with, I scheduled a meeting with Mr. Jim Burch (or “Jimmy B” as we affectionately call him).

We hand picked Jim a couple years ago after extensive interviews with many different estate planning attorneys and options... and quite frankly, none of them could hold a candle to Jim.

Not only is he very good at what he does... he's also one of the coolest people you'll ever meet!

Jim cut his teeth nearly 9 years ago as a legal assistant for one of the best estate planning attorneys around... and has been helping folks with all the tough questions ever since.

During his time with the attorney, Jim became very adept at helping people to have a complete understanding of exactly what they need, where the documents need to be filed, how to update them as life throws it's little curveballs and much, much more.

As a result of his extensive knowledge—not to mention Jim being such a likable guy—the referrals suddenly started pouring into the law firm... people just love working with Jim!

Now, to be clear, Jim is not an attorney... and as such, he can't give legal advice, but there's something very interesting about modern estate planning...

The vast majority of attorneys don't write the documents anyway!

You see, just like CPAs use software to draw up your tax documents, there have been so many estate plans written over the years that software programs have been created to do the work... and they've become so advanced, that they can create all the necessary documents for virtually every situation, all over the US. (Oh, before I forget, if you live in Louisiana, I'm afraid Jim can't help... because of the French roots of that state, there are some funky laws that prevent us from being able to work with this stuff there.)

 

Be Warned...

Before you go off scouring the internet for estate planning software, I feel I must point out that there are very good reasons that people routinely pay thousands of dollars to get this stuff handled with an attorney... this is not a subject to be taken lightly.

Let's face it, you won't be around to say, “well I really meant...”, and as a result, your estate could get mired in bureaucracy until the cows come home!

On top of that—and I don't know what you'd want—but personally, should something catastrophic happen that made me effectively a vegetable, I certainly don't want to be hooked to machines... wasting away my estate... just because I failed to dot an “i” or cross a “t”.

And the ugliest situation is when the worst happens to parents with minor children... most people wouldn't want the government deciding what they eat for lunch, let alone who's going to care for their kids.

It's for these reasons and more that you want to have someone like Jim working with you to prepare the documents.

 

Here's How it Works...

First, Jim will work with you by phone and email to make sure all your pressing questions are answered in plain English... he'll hold your hand through every step of the process, and by the time he has everything he needs to prepare the documents... you'll have complete confidence that all your bases are covered.

Once the documents are ready, Jim will have the documents drawn up under the umbrella of a top estate planning attorney in your state.

Next, they're bound and shipped to you with complete instructions of exactly where to sign, and where to mail each document.

(Usually, this is exactly how it works when you go to a law office. You’ll work with an assistant through the entire process, and he sets you up under the authority of the attorney he works for… but since he is representing the law office, you are allowed the exciting privilege of paying exorbitant attorney prices.)

IMPORTANT: The only issue or complaint that's come up over the years as we've provided these services is this: People get their documents, and then put off doing their part of signing and mailing them out for who knows how long. Then, they're surprised at the hassle when the paperwork is rejected, and they get to come back to us for current dates on the documents. So please do me a favor, if you're not willing to take a moment to lick a couple of stamps once you've received the papers, please go somewhere else to get this done.

 

Simple Enough? Well Here's The Best Part...

I've already mentioned that people routinely pay thousands of dollars to get their estate plans taken care of... but considering that an estimated 55% of Americans don't even have a will—let alone an estate plan, I wanted to come up with something that regular Joes can actually afford... and without having to eat Ramen noodles for the next year... you just need to get this done!

So here it is, if you'll act now—and before Jim's calendar is full—I've arranged for you to get a rock-solid estate plan for just $695!

 

Yes, You Read That Right...

For just $695 (if you so choose) you get all of the following that applies to your situation...

  • A/B Revocable Living Trust (Married Couples)
  • Standard Revocable Living Trust (Singles)
  • Declaration of Trust
  • Certification of Trust
  • Marital Agreement (Community Property States)
  • Schedule A (All the funding letters to transfer assets to your trust)
  • Pour-Over Will(s)
  • Living Will(s)
  • Medical Power(s) of Attorney
  • Durable Power(s) of Attorney
  • Last Instructions
  • Every question you can think of... answered
  • All the information you'll need to know to update the documents after filing
  • One of the coolest guys in the world to walk you through it all
  • And much, much more

 

If That Isn't Brain-Dead Simple Enough, How About This...

I realize you could be a little skeptical--in fact you might have already opened up your phone book to the inch-thick “attorney section” to make some calls... that's perfectly okay by me if you want to go that road, but when you decide to work with Integrity for this...

I'll stake my reputation on it with a 100% money back guarantee for a full 60 days.

Did you pass out? I know, what attorney would offer a guarantee right? As a matter of fact, if you do open that phone book, go ahead and ask them if they have a refund policy. It's sure to make someone laugh.

I did talk to Jim before deciding to offer a guarantee, and we both agreed that since not one single person has ever actually wanted a refund, that I'm perfectly safe in offering it... and if it helps you make the decision to get yourself protected before it's too late, then I'm glad to absorb the risk so you don't have to.

It's time to decide... simple as that. None of us know when we're going to be called home, so why don't you go ahead and get this taken care of now.

 

Peace and Success,

Dan Hollister
Integrity Life Skills

 

PS – Seriously, $695 for a complete, and comprehensive estate planning package backed by a full 60 day money back guarantee... What in the world could be holding you back from that?

PPS – Not only is this practically a once-in-a-lifetime kind of deal, but it's not going to take long to complete... in fact, and especially if you get on Jim's calendar quickly, you could be all set in just a few short weeks! Now Go! Click the button, and complete your order!