Estate Planning
What is
Estate Planning
An estate plan is more than just outlining your wishes; it’s an essential part of a well-rounded financial plan. It helps ensure that your wealth is handled and passed on in a way that truly reflects your values and vision for the future.
The Estate Planning service helps you every step of the way! With the guidance of a licensed attorney in your state, this service is perfect for straightforward will-based or trust-based plans. We’ll make sure your assets are taken care of just the way you want.
Benefits
Collaborative Online Estate Planning
Simple to use
Complete a simple guided Q&A to create your essential documents.
Fast & Convenient
Our web-based tools take care of the paperwork and admin tasks for you!
You're in Control
Make decisions about your planning together with your loved ones, whenever it suits you.
Direct Attorney access
Consult one-on-one with a licensed attorney from your state to get personalized advice.
Collaborative Team work
Enjoy tailored guidance from both your financial advisor and legal experts.
Budget Friendly
Our fixed fees mean you’ll know exactly what to expect – no surprise costs!
Flexible Options
Will or Pour-over Will
Probate Avoidance Living Trust
Distribution to beneficiaries Trust with flexible vesting ages
General Durable Power of Attorney
Advanced Care Directive (Living Will)
Healthcare Surrogate Designation
HIPAA Authorization
Are you ready to protect your future?
Don’t leave your financial security to chance—invest in protection today and focus on what truly matters!
