Plan for those who still need you after you're gone.
Get expert help as you go and complete your trust
and will with 100% accuracy, guaranteed.
Plans
Both a Trust and a Will are legally binding documents that help direct how
you want your estate (your home, financial accounts, investments,
possessions, etc.) to be handled should you pass away.
you want your estate (your home, financial accounts, investments,
possessions, etc.) to be handled should you pass away.
Trust + Will Plan
A complete estate planning solution designed to protect your family, preserve your
privacy, and ensure your assets are transferred according to your wishes — without the
delays and costs of probate.
privacy, and ensure your assets are transferred according to your wishes — without the
delays and costs of probate.
What’s included
- Revocable Living Trust
- Last Will and Testament
- Medical Power of Attorney
- Advance Healthcare Directive
- General (Financial) Power of Attorney
Key Benefits
- Avoid probate and ensure a smooth transfer of assets
- Appoint guardians for minor children
- Maintain control with financial and medical powers of attorney
- Enhanced privacy and protection from court involvement
- Streamlined, private estate settlement
Best for: Families or individuals looking for the most comprehensive protection and to avoid probate.
Will Only Plan
A simplified plan that covers the most important decisions for your family and assets if something happens to you.
What’s included
- Last Will and Testament
- Medical Power of Attorney
- General (Financial) Power of Attorney
- Advance Healthcare Directive
Key Benefits
- Direct your assets and final wishes
- Appoint guardians for minor children
- Authorize trusted individuals to act on your behalf (medical & financial)
- Gain peace of mind and minimize court
Best for: Individuals or families seeking essential estate planning without a trust.
Not sure where to start?
Our team of experts can guide you through the process and answer any questions you may have.
