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?

All BoomX Legal Plans Come With These Essential Documents

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.

All BoomX Legal Plans Come With These Essential Documents

Last Will and Testament

At the heart of any estate plan is the Last Will and Testament. This document specifies who inherits your assets, appoints guardians for minor children, and names an executor to manage your estate after you pass away.

Living Trust

Estate Transfer profiles include a Living Trust, A Living Trust is revocable, easy-to-set up and very popuilar. This trust is a legal structure that allows you to manage your assets during your lifetime and pass them to your beneficiaries after your death without going through probate. Assets placed in a trust are handled according to the terms of the trust, rather than those in a will.

Durable Power of Attorney

A Durable Power of Attorney (POA) designates someone to handle your financial and legal matters if you’re incapacitated. This document ensures that your bills are paid, investments managed, and other financial issues addressed if you cannot do so.

HIPAA Release

A HIPAA Release (Health Insurance Portability and Accountability Act release) is a vital document in estate planning, especially concerning healthcare decisions. This release allows designated family members or agents to access your medical records and communicate with healthcare providers about your condition.

Healthcare Power of Attorney

The Healthcare Power of Attorney allows someone you trust to make healthcare decisions on your behalf if you’re unable to communicate your preferences.

Living Will

A Living Will is an advance healthcare directive that specifies your preferences for end-of-life care. It covers whether you want life-sustaining treatment, such as ventilators or feeding tubes, in situations where recovery is unlikely.

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?

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.

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.

All Plans Come With These Essential Documents

Last Will and Testament

At the heart of any estate plan is the Last Will and Testament. This document specifies who inherits your assets, appoints guardians for minor children, and names an executor to manage your estate after you pass away.

Living Trust

Estate Transfer profiles include a Living Trust, A Living Trust is revocable, easy-to-set up and very popuilar. This trust is a legal structure that allows you to manage your assets during your lifetime and pass them to your beneficiaries after your death without going through probate. Assets placed in a trust are handled according to the terms of the trust, rather than those in a will.

Durable Power of Attorney

A Durable Power of Attorney (POA) designates someone to handle your financial and legal matters if you’re incapacitated. This document ensures that your bills are paid, investments managed, and other financial issues addressed if you cannot do so.

HIPAA Release

A HIPAA Release (Health Insurance Portability and Accountability Act release) is a vital document in estate planning, especially concerning healthcare decisions. This release allows designated family members or agents to access your medical records and communicate with healthcare providers about your condition.

Healthcare Power of Attorney

The Healthcare Power of Attorney allows someone you trust to make healthcare decisions on your behalf if you’re unable to communicate your preferences.

Living Will

A Living Will is an advance healthcare directive that specifies your preferences for end-of-life care. It covers whether you want life-sustaining treatment, such as ventilators or feeding tubes, in situations where recovery is unlikely.

What Others Are Saying

"This is perfect timing! We have been putting this off and putting this off. We are going on a trip next month and I have been worrying about this. Thank you!"

Steve G.

Asset Protection Tax

This is flipping awesome! It is so cool that I can fill out this little webpage and get all these legal documents. And now I am set. What a relief!

Jordan M.

Estate Transfer Simple

This is flipping awesome! It is so cool that I can fill out this little webpage and get all these legal documents. And now I am set. What a relief!

Jordan M.

Estate Transfer Simple

"This is perfect timing! We have been putting this off and putting this off. We are going on a trip next month and I have been worrying about this. Thank you!"

Steve G.

Asset Protection Tax

This is flipping awesome! It is so cool that I can fill out this little webpage and get all these legal documents. And now I am set. What a relief!

Jordan M.

Estate Transfer Simple

This is flipping awesome! It is so cool that I can fill out this little webpage and get all these legal documents. And now I am set. What a relief!

Jordan M.

Estate Transfer Simple

Planning Profiles that can help you meet your goals

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

Some have a personal residence, some investments, and that's about it. They value simplicity and family.

Estate Transfer Simple

Ideal for individuals with uncomplicated estates, ensuring smooth asset transfer after death. Benefits: Avoids probate Simplifies asset distribution Cost-effective solution Not For: Does not protect against Medicaid spend-down, avoid estate taxes, or manage complex assets.

What is YOUR Profile?

More To It

Others own a business, rental properties, or property in several states.

Estate Transfer Complex

Estate Transfer Complex Designed for those with intricate estates, including multiple properties and investments. Benefits: Avoids probate in multiple jurisdictions Manages complex assets efficiently Minimizes estate taxes Not For: Does not protect against Medicaid spend-down or provide advanced asset protection. Learn More

See If You Are Estate Transfer Complex

Metrics

There are four threats to wealth. One is unnecessary taxation. The biggest? Unreimbursed Care Costs

Asset Protection Medicaid

Focuses on qualifying for Medicaid without depleting assets. Benefits: Shields assets from Medicaid spend-down Ensures eligibility for Medicaid benefits Preserves wealth for heirs Not For: Does not minimize estate taxes or manage complex investments.

See If You Area an Asset Protection Profile

A Simple Situation

Some have a personal residence, some investments, and that's about it. They value simplicity and family.

Estate Transfer Simple

Ideal for individuals with uncomplicated estates, ensuring smooth asset transfer after death. Benefits: Avoids probate Simplifies asset distribution Cost-effective solution Not For: Does not protect against Medicaid spend-down, avoid estate taxes, or manage complex assets.

What is YOUR Profile?

More To It

Others own a business, rental properties, or property in several states.

Estate Transfer Complex

Estate Transfer Complex Designed for those with intricate estates, including multiple properties and investments. Benefits: Avoids probate in multiple jurisdictions Manages complex assets efficiently Minimizes estate taxes Not For: Does not protect against Medicaid spend-down or provide advanced asset protection. Learn More

See If You Are Estate Transfer Complex

Metrics

There are four threats to wealth. One is unnecessary taxation. The biggest? Unreimbursed Care Costs

Asset Protection Medicaid

Focuses on qualifying for Medicaid without depleting assets. Benefits: Shields assets from Medicaid spend-down Ensures eligibility for Medicaid benefits Preserves wealth for heirs Not For: Does not minimize estate taxes or manage complex investments.

See If You Area an Asset Protection Profile

Are You Married?

The Law offers far more benefits, exemptions, and safe harbors to couples than singles.

Spousal Protection

Spousal Protection Ensures financial security for a surviving spouse. Benefits: Provides income for the surviving spouse Protects assets from creditors Ensures smooth asset transfer Not For: Does not minimize estate taxes or manage complex investments.

What is YOUR Profile?

A Plan Is . . .

The art and science of understanding a situation, envisioning a desired future, and laying out steps to make the future come about.

Your Planning Profile

The Planning Profiles are Estate Transfer Simple, Estate Transfer Complex, Asset Protection Medicaid, Asset Protection Tax, Spousal Protection, Spousal Protection Tax, Asset Protection Complex. The legal documents and provisions in each document varies throughout profiles. That is why you must know your profile.

See If You Are Estate Transfer Complex

Where You Live Matters

12 states have an estate tax and 6 tax inheritances.

Asset Protection Tax

Asset Protection Tax Aims to minimize tax liability on substantial estates. Benefits: Reduces estate and gift taxes Preserves more wealth for beneficiaries Utilizes advanced tax-efficient trusts Not For: Does not focus on Medicaid planning or basic estate transfer.

See If You Area an Asset Protection Profile

Are You Married?

The Law offers far more benefits, exemptions, and safe harbors to couples than singles.

Spousal Protection

Spousal Protection Ensures financial security for a surviving spouse. Benefits: Provides income for the surviving spouse Protects assets from creditors Ensures smooth asset transfer Not For: Does not minimize estate taxes or manage complex investments.

What is YOUR Profile?

A Plan Is . . .

The art and science of understanding a situation, envisioning a desired future, and laying out steps to make the future come about.

Your Planning Profile

The Planning Profiles are Estate Transfer Simple, Estate Transfer Complex, Asset Protection Medicaid, Asset Protection Tax, Spousal Protection, Spousal Protection Tax, Asset Protection Complex. The legal documents and provisions in each document varies throughout profiles. That is why you must know your profile.

See If You Are Estate Transfer Complex

Where You Live Matters

12 states have an estate tax and 6 tax inheritances.

Asset Protection Tax

Asset Protection Tax Aims to minimize tax liability on substantial estates. Benefits: Reduces estate and gift taxes Preserves more wealth for beneficiaries Utilizes advanced tax-efficient trusts Not For: Does not focus on Medicaid planning or basic estate transfer.

See If You Area an Asset Protection Profile

Masterclasses

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.

You Will Learn

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.

You Will Learn

Frequently Asked Questions

How does the Planning Profile Builder work?

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

What kinds of plans can I create with the Builder?

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.

How long will it take to receive my documents?

Once you complete the interview, your documents are generated instantly. You can download them right away—no waiting period.

Do I need an attorney to review these documents?

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.

The BoomX Academy stands by the quality of the legal documents created by its drafting app. As such, we will refund your money if you are not happy with the documents you receive.