Atlantic Midwest

As a client of AtlanticMidwest we have arranged for a special benefit.

Access all of Law Depot’s forms for up to one year for free with our pre-authorized client pricing:

$97 provides access to all legal forms for creating your entire estate plan. In order to access your special pricing you must enter the client code provided to you by your advisor.

It even gets better! With your pre-authorized access, you obtain access to all legal documents from Law Depot. This includes rental, business, personal and other forms you might want at some point. 100% access for one full year

Get going today

$97 covers your:

  • Revocable Living Trust

  • Pour over will

  • Durable Power of Attorney

  • Medical Power of Attorney or Living Will

  • Letter to family

  • Everything you need to establish your estate plan.

Once complete, download your documents to your WealthPortal Vault.

Simple!

Once complete, you can record your documents from the comfort of your home using Bundle or, you can take your documents to your county courthouse and they will record them as necessary.

Skip the line and the hassle. Bundle is $350 + county recording charges which vary but are often $20 – 60.

When you get involved, we will forward an email to you with access and instructions to Bundle to make completing your estate plan and recording your documents a breeze.

Legal, Tax & Scope of Services Disclosure
We are not attorneys or certified public accountants, and we do not provide legal or tax advice. We are wealth advisors experienced in assisting clients with financial planning, investment strategy, and coordinating estate and financial planning considerations. Any discussion of estate planning, tax strategy, legal structures, or related matters is provided for educational and financial planning purposes only and should not be relied upon as legal or tax advice. Clients should consult their own qualified attorney and/or CPA regarding their specific legal and tax circumstances.

Third-Party & Affiliate Relationship Disclosure
We may provide access to legal document preparation tools and resources through our affiliation with LawDepot, an independent third-party provider of legal document templates and related services. LawDepot is not a law firm and does not provide legal advice. We do not draft legal documents, provide legal opinions, or review legal documents for legal sufficiency.

Compensation Disclosure
If a client chooses to use third-party document preparation services, we may receive compensation as an affiliate. In addition, we may charge the client a separate fee for our time, guidance, coordination, education, and financial planning support related to the estate or financial planning process. Our total fee for assisting a client may exceed the amount charged directly by LawDepot or other third-party providers. Clients are under no obligation to use any third-party service through us and may choose to access such services independently.

Conflict of Interest Disclosure
Because we may receive compensation in connection with certain third-party referrals, a potential conflict of interest exists. We strive to act in the client’s best interest and will disclose material compensation arrangements upon request.

Investment Risk Disclosure
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Any illustrations, projections, or examples are hypothetical and for educational purposes only.