Estate Planning, Wills, and Trusts
Preserving your life's journey, cherished relationships, and the lasting impact you'll leave behind.
Will-Centered Plan
Last Will and Testament
Nominations for Guardians of Minor Children
Durable Power of Attorney
Advanced Healthcare Directive
HIPPA Release
Personal Property Memorandum
Digital copies of your entire plan, along with your estate planning binder with all original documents
Notary Fees included
Trust-Centered Plan
Trust
Certification of Trust
Pour-Over Will
Nominations for Guardians of Minor Children
Durable Power of Attorney
Advanced Healthcare Directive
HIPPA Release
Personal Property Memorandum
Digital copies of your entire plan, along with your estate planning binder with all original documents
Notary Fees included
College Essentials Plan
Simple Last Will and Testament
Durable Power of Attorney
Advanced Healthcare Directive
HIPPA Release
Personal Property Memorandum
Digital copies of the entire plan, along with your estate planning binder with all original documents
Notary Fees included
Do You Need an Estate Plan?
Yes. Everyone needs an Estate Plan.
Estate planning is the process of preparing for the management and distribution of your assets and affairs during your lifetime and after your passing. It involves creating legal documents such as wills, trusts, and powers of attorney to outline your wishes regarding financial matters, healthcare decisions, guardianship of minor children, and the distribution of your estate.
By creating an estate plan, you will gain peace of mind knowing that your affairs will be handled according to your desires. It allows you to protect your loved ones, ensure your hard-earned assets are distributed in the way that you want, minimize potential conflicts or legal challenges, and capture your values so you can leave the legacy you desire. Estate planning provides a comprehensive framework that safeguards your loved ones and your legacy and allows you to leave a lasting impact on future generations.