General  Services

Plan the Course© subscribers have access to emergency contacts, insurance information, utility and bank information and through a partnership with FuneralTech, editable and updateable funeral planning from A-Z. All of these resources, coupled with ease of use, accessibility and affordable upkeep make PTC the #1 choice for all things in estate planning without the cost of an estate lawyer. And if the consumer has an estate lawyer, this platform offers easy filing and organization of documents.

Additional Services

For additional fees, Subscribers have the option of having a third-party set up and maintain documents, and/or carry out wishes of the deceased family member.

A consultation is held with an individual or family by PTC to assess and verify needs. There is an up-front consultation fee.  If long term or maintenance services are required,  payment plans are available.  A yearly fee is charged for PTC review to ensure document accuracy.  Additional fees are charged for sending funeral information to family members, assisting with writing/creating the obituary, etc. 

Always remember...

NEVER EMAIL INFORMATION WITH YOUR SOCIAL SECURITY NUMBER OR BANK ACCOUNT NUMBER.

The full service third party assistance process is broken into three phases:

Phase 1:  Call to Action

•  Verify information with family member

• Contact designated lawyer to schedule for will reading

• Contact VA Casuaty Assistance (if a veteran)

• Follow-up with client for funeral information, CAO call if necessary.

Phase 2: Document Updates

• Obtain copy of death certificate

• Contact Insurance Company(ies)

• Contact billing companies to remove name and transfer to new name 

• Close or transfer bank accounts.

Phase 3: Follow Up

This phase consists of thorough review of all documentation and processes necessary for satisfactorily closing out the estate.