Estate planning is the art of seeking to secure your legacy so your wishes are carried out beyond your lifetime.

Need an Estate Plan?

We have developed relationships with industry professionals (estate planners / attorneys) to support the creation of your professional estate plan. Our office will leverage our relationships to help coordinate the necessary estate plan documents (a revocable trust, will, financial power of attorney, medical power of attorney, etc.) in a time efficient and cost-effective manner. Your estate plan is then prepared and reviewed by our partners within two business days.

Already have an Estate Plan?

Even if you are one of the few families that has completed their estate plan, our firm can review your existing documents and provide a list of follow up questions to check if everything is up to date. If you know that a number of things have changed, our system can develop new documents for you while using your existing trust name and date (this prevents have to re-register assets already in the trust).

Who can use this system?

We estimate that most estate plan needs can be serviced through our established system. However, if you are disinheriting children, expect litigation after your death, or have extremely unusual beneficiary needs, this system will NOT work for you. Our firm will refer you to a local estate planning attorney for complex needs.

Parents with young and growing families, seeking to provide for their children in a responsible manner (such as planning distributions over time), will find our system useful.

If you have put off doing your estate plan for YEARS because of cost, logistics of meeting with an attorney, or simply a lack of desire to discuss the inevitable, this system is for you.
Our system can also handle situations where you may have a special needs child or a child who is not financially responsible.