Demonstrations on your time.

BEFORE YOU CREATE AN ACCOUNT, LET’S MAKE SURE WE ARE A GOOD FIT

Helios Integrated Planning is where Financial Advisors combine the ease of technology with the partnership of an Estate Planner to coordinate Estate Plans for their clients.

Join a group demonstration

LEARN WITH OTHER FINANCIAL ADVISORS IN A LIVE GROUP SETTING

 Join us as we create an account, review the advisor dashboard, coordinate a plan, discuss the documents we provide, address compliance concerns, and take live Q&A.

Tuesdays at 9am PT

Wednesdays at 10am PT

Thursdays at 11am PT

Frequently Asked Questions

What's included in a trust-based estate plan?

A standard trust-based estate plan will include the following documents unless requested otherwise:

  • Trust
  • Certification of trust
  • General transfer
  • Property agreement for community property states
  • Financial Power of Attorney
  • Medical Power of Attorney
  • HIPAA release
  • Will
  • Deed(s) for real property (at an additional charge)
Are the estate plans state-specific?

Yes. Every estate plan is state-specific for all 50 states.

How long does it take to for a plan to be created?

If you have all the information before starting a plan, the inputs typically take between 15-20 minutes. Once completed, our team will review the information and provide the completed plan to your dashboard within two business days. If you have any questions during this process, our support line is one click away.

Are there any additional costs other than the plan documents?

Depending on your client, there may be additional fees for deed preparation and filling. Each deed filing is $250 and will be filed in the appropriate jurisdiction. 

Are the plans created in the system reviewed by an estate planner?

Yes. Every plan is reviewed by an Estate Planning specialist or an attorney so you are confident that the plan you deliver is accurate and adheres to state guidelines.

Will Helios review a previously existing estate plan?

Yes. For $100, the Helios team will review an existing trust that was not created by Helios’ software and provide a summary document. If a new trust is needed, the Advisor can create a new trust via Helios’ system. Helios will not update a trust that was not originally created by Helios.

Create an account, email a scanned copy of the existing plan to [email protected] and receive confirmation, and wait two business days for the Plan Summary Document to be returned to your email’s inbox.

Can the shares be converted to a Special Needs Trust?

Yes. Every estate plan from Helios has the ability to include language that includes the opportunity to convert shares to a Special Needs Trust.

Can the documents be written to postpone distributions in exceptional circumstances?

Yes. Every estate plan from Helios has the ability to include language that will postpone distributions in exceptional circumstances such as drug use.

Are the documents flexible enough to plan for unknown changes in state and federal estate tax law?

Yes. Every estate plan from Helios has been created to be flexible enough to plan for unknown changes in state and federal estate tax law.

Is there IRA conduit language?

Yes. Every estate plan from Helios has the ability to include language that addresses conduit language for IRAs.

Is there training for Financial Advisors to ensure legal compliance?

Yes. Our system is designed so that all users must view the training videos before the first plan can be fully executed and presented to a client. Once the training is complete, the Advisor can create as many plans as necessary. All Advisors must sign up for an account before the training videos are accessible.