Get the Right Plan
Without the Guesswork
Not sure where or how to start your legal plan? Confused about the choices? A will? A Trust? What does it all mean?
Fast
Using a sleek interface, you can know your planning profile in less than five minutes. Your Planning Profile determines the legal documents you need and the provisions within them.
Accurate
The Planning Profile Builder applies the Legal Algorithm to facts you provided. The result is a results-proven estate, asset protection, or wealth building plan.
Comprehensive
There are seven planning profiles in two Money Models within proactive planning. The BoomX Planning Profile Builder is the only solution that creates legal documents in all seven profiles.
What Others Are Saying
Planning Profiles that can help you meet your goals
Interested in learning more about what the Planning Profile Builder has to offer? Click on the cards below to learn how Planning Profiles bring you and your family unique benefits.
A Simple Situation
Estate Transfer Simple
More To It
Estate Transfer Complex
Metrics
Asset Protection Medicaid
Are You Married?
Spousal Protection
A Plan Is . . .
Your Planning Profile
Where You Live Matters
Asset Protection Tax
Masterclasses
For Couples
The Spousal Protection Masterclass is available on-demand RIGHT NOW! Join the BoomX Team as they walk you through the basics of estate and asset protection before diving into a thorough explanation of the most powerful asset protection trust in American jurisdiction – the Spousal Preterition Trust.
For Singles
Singles have a completely different set of challenges with fewer opportunities. This Masterclass shows you what the Law can offer and how to leverage all of your deductions, credits, and safe harbors.
Frequently Asked Questions
The tool guides you through a series of questions about your family, age, health, and finances. Based on your answers, the Builder matches you with the correct legal planning profile and instantly creates the corresponding documents
The BoomX Planning Profile Builder creates a wide range of plans including wills, trusts, powers of attorney, Medicaid planning, spousal protection, estate transfer, and more.
Once you complete the interview, your documents are generated instantly. You can download them right away—no waiting period.
The documents produced by the Planning Profile Builder are professionally drafted and used by attorneys. While you are welcome to have them reviewed by an attorney, it is not required.
Our Guarantee
We stand by the quality of our product. If you are not completely satisfied with the BoomX Planning Profile Builder within the first 14 days of your purchase, we offer a no-questions-asked refund.