Intervention Point LLC is a specialized firm offering comprehensive estate planning and trust services, empowering middle and upper-middle-class families to protect their hard-earned assets and secure their legacies. Their patent-pending process provides a simple, convenient, and robust solution for those seeking to avoid probate court, maintain privacy, and establish clear directives for their estates.
With a focus on personalized, live support throughout every step, Intervention Point delivers customized estate document creation backed by over $5 billion in assets under management through their trust partners. They cater primarily to individuals and families with growing assets, offering an efficient one-hour interview process to complete a full trust portfolio, which includes legal fees and secure encrypted cloud storage for document access.
Services Offered
- Estate Planning
- Trust Services
- Financial Planning
- Estate Planning Attorney Services
- Corporate Trustee Services
- Revocable Living Trust
- Pour-Over Will
- Powers of Attorney
- Advanced Medical Directives
- Emergency Medical Card Services
- A/B/C Trust
- “See Through” IRA/401k Planning
- Last Will & Testament
- Healthcare Power of Attorney
- Financial Power of Attorney
- Encrypted Cloud Document Storage
- Nevada Trust Location and Lawyer Review
- Restatement of Existing Trust
- Medicaid Qualifying Trust
- Special Needs Trust
- Charitable Remainder Trust
Intervention Point serves clients nationally, leveraging Nevada’s favorable trust laws and tax domains, and offers services in English. Their notable achievements include facilitating over $3 million in payouts across two generations for a million-dollar estate and providing a streamlined, cost-effective solution at approximately $2450 for a complete trust portfolio.
