Comprehensive Estate Planning: Wills & Trusts

Let us guide you through the intricacies of Wills, Trusts, and other legal arrangements to help you achieve peace of mind and protect your legacy.

Our mission is to cultivate trust and respect with each client, all while assisting in the preservation and sharing of their legacies.

What we offer:

  • Revocable Living Trust

  • A/B Trust Option

  • IRA "Look-Through"

  • Optional Sub-Trust for Children

  • Certificate of Trust

  • Last Will and Testament

  • Financial Power of Attorney

  • Healthcare Power of Attorney

  • Living Will

  • Online Funding Kit

  • Unlimited Funding Kit

  • Unlimited Funding Letters

  • Online Document Vault

  • Unlimited Updates and Changes

  • Unlimited Restatements

  • 24/7 Account Access

Take This Short Quiz To Know More

Score over 5 points - You would benefit from a comprehensive estate plan. Your plan should include a Revocable Living Trust, Last Will & Testament, Powers of Attorney, and Living Will with Advance Directives.

Learn More About How We Can Help You

The power of estate planning

Discover the power of estate planning and secure your family's future today! Learn how having a well-crafted plan can protect your assets, minimize taxes, and give you peace of mind. Watch this quick explainer video to see how simple it is to get started and take control of your legacy.

WHAT IS probate?

Wondering what probate really means and how it affects your estate? Probate is the legal process that manages and distributes your assets after you pass away, but it can be complex and time-consuming. Watch this short explainer video to understand the probate process and how you can simplify it for your loved ones.

Will vs. trust

Confused about the difference between a will and a trust? While both are essential tools for estate planning, they serve unique purposes in protecting your assets and ensuring your wishes are carried out. Watch this quick explainer video to learn which option is best for you and your family’s future.

Financial POA

A Financial Power of Attorney (POA) ensures that someone you trust can make important financial decisions on your behalf if you're ever unable to do so. This simple yet powerful document can protect your assets and ease the burden on your loved ones. Watch this short explainer video to understand how a Financial POA can provide peace of mind and secure your financial future.

Healthcare POA

A Healthcare Power of Attorney (POA) gives someone you trust the authority to make medical decisions on your behalf if you're unable to do so. This crucial document ensures your health care wishes are respected during difficult times. Watch this short explainer video to see how a Healthcare POA can provide peace of mind and protect your well-being.

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