Estate Planning Guru offers online document production of simple estate planning documents with attorney involvement to ensure that planning is addressing a client's specific needs. It is one of the many drafting options used by Inter Vivos to make planning as valuable and affordable as possible to our clients.
Inter Vivos Business Solutions, Inc is a subsidiary of Inter Vivos, PLLC and focuses on providing outsourced In-house counsel services and transactional business legal work to corporate clients. Attorneys within Inter Vivos may earn referral fees for referring clients to IVBS and may choose to perform work for either entity if they so choose.
Legacy Drawer is the premier provider of asset locator binders to assist families in keeping all their important documents in one place. The legacy drawer package makes emergencies, trust administration, and settling an estate easier by organizing the most important assets and information in one convenient place for convenient access when they're needed most.
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Legacy Shield is an online platform offering online storage of important documents so that when they are needed they are accessible and shareable. It also is a document production platform offering simple estate planning solutions. When combined with a competent attorney review it can be a great solution for families to keep the costs of planning low while receiving the documents they need.
Taxes Mastered provides advanced income tax planning solutions and focuses primarily on assisting business owners reduce their tax liability. They have integrated Inter Vivos into the legal planning process for all of their clients to receive a complimentary legal review of their business structure and estate and then work with legal counsel to address areas of concern.
Funding Cupboard, LLC provides trust funding solutions to families who already have an estate plan in place. While many families have created a trust plan, few have properly funded the plan or reviewed their funding regularly. Funding Cupboard assists clients in maintaining their plan so it functions the way it was meant to.
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1Law offers a teleaccess mobile app to connect with clients and referral sources and is connected to an extensive attorney network of litigation attorneys and personal injusry attorneys across the country. If you need to make a referral to outside counsel, 1Law may have attorneys within their network to easily make a handoff to.
Integrated Trust Systems provides a unique online platform solution along with back office paralegal services to assist and support a competent attorney's production of an estate plan. Where appropriate, ITS assists Inter Vivos attorneys in being able to keep up with large demand for estate plans or to keep costs lower for straightforward planning solutions.
Death and Taxes runs a public website containing free research resources, blogs, infographics, and information regarding estate planning, taxes, financial planning, and more for families and professionals to educate themselves and use as a resource in making decisions for the future. It brings the best online resources to one convenient place.
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