Your estate documents deserve more than a place in a drawer.

The Ultimate Estate Document Protection Kit is a premium concierge service designed to transform your completed estate documents into an organized, professionally presented legacy package.

Your finalized and notarized Will and Trust will be professionally printed, bound and carefully placed inside a fire- and water-resistant document organizer featuring custom OAK GenWealth branding. The completed kit is then securely packaged and shipped directly to your door.

This is more than document storage—it is a thoughtfully prepared system designed to help protect your legacy and make important information easier for your family to locate when needed.

HOW IT WORKS

1. Complete and notarize your OAK GenWealth Will and Trust.

2. Upload the finalized, notarized PDF using the secure upload option provided during checkout.

3. We professionally print and bind your documents.

4. Your completed documents are carefully assembled inside the premium document organizer.

5. The finished kit is securely packaged and shipped directly to you.

WHAT YOUR KIT INCLUDES

• One fire- and water-resistant estate document organizer

• 13 transparent accordion-style document sections

• Combination lock and secure zipper closure

• Custom OAK GenWealth and Dr. CC Anthony Finance luxury tag

• Professional printing and binding of one finalized Will and Trust

• Printing of up to 60 pages

• Careful document assembly

• Protective packaging

• USPS Priority Mail shipping with tracking

The organizer’s expanding sections may also be used for related estate, insurance, financial, property and family records.

DOCUMENT PRINTING

The standard service includes printing and binding of one finalized Will and Trust containing up to 60 pages.

If your document exceeds 60 pages, additional printing and binding charges will apply. We will contact you to confirm the additional cost before production begins.

OPTIONAL UPGRADES

RUSH TURNAROUND — $50

Your order receives expedited printing, binding and assembly. The rush fee applies to production time and does not include overnight or expedited carrier delivery.

DUPLICATE BOUND COPY — $80

Receive an additional professionally printed and bound copy of your Will and Trust for placement in a safe-deposit box, secondary secure location or with a trusted person. When shipped with the original kit, no additional standard shipping charge applies.

SHIPPING

USPS Priority Mail Shipping — $19.95

Your completed kit will be carefully packaged and shipped with tracking. Delivery generally takes 2–3 business days after the completed order ships; delivery dates are not guaranteed.

Expedited carrier delivery may be requested for an additional charge.

IMPORTANT PROTECTION NOTICE

The document organizer is designed to provide added organization and resistance to heat and incidental water exposure. It is not a certified fire-rated safe and does not guarantee protection against fire, flooding, theft, loss or other damage.

Consider keeping irreplaceable original documents in an appropriately rated safe or secure off-site location. Digital backup copies should also be maintained when appropriate.

Please upload only finalized and properly executed documents. OAK GenWealth does not alter the legal language of documents submitted for printing through this service.

PRODUCT DETAILS

• Color: Black

• Style: 13-pocket transparent accordion organizer

• Material: Silicone-coated fiberglass, metal and plastic components

• Approximate size: 14.6 × 10.2 × 1.6 inches

• Approximate organizer weight: 2.2 pounds

• Closure: Zipper with combination lock

• Custom branding: Pearlescent white tag with metallic-gold accents

• Contents shown in photographs are for demonstration purposes unless expressly included

SKU

OAK-UEDPK-150