Benefits of the NGL Estate Planning Trust $

Proceeds are income tax-free

Completely FREE (no fees)

Anyone can qualify

Do I have to plan my funeral now?

No! That is one of the true benefits of using the NGL Estate Planning Trust. You can set aside funds for these expenses now, but then you can either make the selections at a later time or allow your family to do that when the time comes. Either way, the money will be there and ready to pay for whatever services are eventually chosen. Selecting how much money you would like to set aside is all you have to do today.

Why use a trust?

Exempt from probate - funds available immediately (within 2 business days in most states)

Funds are totally portable (can be used with any funeral home provider)

Very simple to apply for

Keeps assets up to $100,000 safe from creditors

Can be used in addition to any other trust you may have

Provides peace of mind for you and your family - priceless

The process is simple and only requires one additional form along with your insurance application. You can protect and transfer assets up to $100,000 to unlimited beneficiaries once your funeral expenses are paid. Plus, these funds may be excluded from Medicaid spend-down after 60 months, if ever needed.

It is the easiest way to transfer some of your financial assets to your loved ones and favorite charities. This trust is exclusively designed to help you do this and cover your funeral costs at the same time. Few people have the resources to pay for a funeral outright and many funeral homes require payment in advance of services. Your personal savings accounts may be tied up with probate delays. The NGL Estate Planning Trust is simply the only savings option that gives you the level of security and protection you need.