As a Teamsters member, you work hard to secure a stable future for your family. Through our professional financial planning services, we want to help you protect what you’ve built. We are proud to offer Teamsters members an exclusive Estate Planning Analysis & Asset Organization Service utilizing Vanilla, a leading-edge estate visualization and planning platform.
For a flat financial planning fee of $500, we provide a comprehensive review of your legacy goals, map out your asset distribution scenarios, and give you direct access to interactive self-guided tools to organize your future.
What is Included in Your Estate Analysis?
| Service Component | What It Delivers For Your Family |
|---|---|
| Asset & Legacy Visualization | We map out your current assets, beneficiaries, and financial picture so you can clearly see how your estate will flow to your loved ones. |
| Vanilla Platform Access | Gain direct access to an intuitive, self-guided platform powered by attorney-crafted templates to help you create your core estate documents, including a Last Will & Testament, Powers of Attorney (Durable & Medical), and a Revocable Living Trust. |
| Gap Identification | We help you discover potential blind spots in your current financial plan, such as outdated beneficiary designations or unmapped assets. |
| Preparation for Legal Execution | Organize all of your family’s critical details in one secure place, saving you hours of time and potential thousands in billable hours before meeting with legal professionals. |
How to Get Started
1. Schedule a Consultation:
2. Map Your Goals:
3. Secure Your Legacy:
Important Disclosures & Fee Transparency:
Financial planning and estate analysis services are offered through Berkowitz Capital, an independent financial planning firm. The $500 flat fee is charged exclusively by Berkowitz Capital for advisory services and Vanilla platform access. Vanasek Insurance Services, Inc. is separate from Berkowitz Capital, does not charge or retain any portion of this fee, and does not provide financial planning, advisory, or legal services. Document generation features utilize self-guided templates provided by Vanilla. For formal legal advice, clients must consult independent legal counsel.