Estate Planning Services

Why Do I Need an Estate Plan?

Estate Planning is one of the greatest gifts you can give to your family. It helps outline some of life's most important decisions like — who will look after your kids and how you want your assets distributed.

What is Probate?

Probate is a court-supervised proceeding that authenticates your Will (if you have one) and approves your named Executor so that he or she can distribute your property and belongings. Without a Will in place, you are leaving the decision of who looks over your kids and assets to a court.

FREE member support with both plans and option to add unlimited attorney support for $300

Trust-Based Estate Plan

$499 $425 (15% OFF)

Include spouse documents for just $85 more

Includes State-specific docs:

Revocable living trust

Schedule of Assets

Pour Over Will

HIPAA Authorization

Living Will

Power of Attorney

Certification of Trust

A Trust may be right for you if you own one or more properties, are expecting an inheritance, and/or have over $160,000 in assets. With a Trust you can do everything a Will can do, plus:

Avoid probate court
Have greater control over your asset distributions

Will-Based Estate Plan

$199 $170 (15% OFF)

Include spouse documents for just $85 more

Includes State-specific docs:

Last Will & Testament

HIPPA Authorization

Living Will

Power of Attorney

Testamentary Trust

A Will may be the right choice for you if you have minor children, are married, own a home, and/or have less than $100,000 in assets. With a Will, you can:

Name Guardians for children and pets
Designate who you'd like your assts distributed
Detail your funeral and burial arrangements

Please reach out to your advisor for your unique discount link for 15% off our standard rates.