What is Helios Integrated Planning?

Helios Integrated Planning (HIP or Helios) is a team of highly experienced estate planners and attorneys focused solely on Financial Advisors and their clients. Our state-of-the-art online experience allows the Financial Advisor to coordinate the creation of estate planning documents that act as the centerpiece of important conversations between the Advisor and the Client.
Once the required information has been gathered, the HIP software and team of estate planners/attorneys create the document and deliver the finals to the Advisor within 48 hours.  And, at a fraction of the price that estate planning attorneys charge.  Of course, it is legal for Financial Advisors to use our Estate Planning services.

Cost: $450.00*
Includes:

• Family Trust
• Certification of Trust
• General Transfer
• Property Agreement for Community Property States
• Financial Power of Attorney
• Medical Power of Attorney or Advance Health Care Directive
• HIPAA Release
• Will

Additional Charges:

• Deed(s) for Real Property, $250.00 per.
  
• Updates to existing plans purchased through Helios; $100.00.
  

Every Helios Integrated Estate Plan has the ability to include language that addresses conduit language for IRA’s, opportunities to convert shares to a Special Needs Trust or postpone distributions in exceptional circumstances (example: drug use), State-specific requirements, flexibility to plan for unknown changes in state and federal estate tax law, and more. This is an example of how Helios only applies attorney-quality documents and language in the final outputs of all Estate Plans.

* Larsen Wealth Management does not retain any portion of the fee. Also, Larsen Wealth includes this service complimentary including one change per year to all clients whose total account value is $2,000,000 and above.

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