Estate Planning Solutions

Smart Estate Planning Made Simple

 

  • Last Will and Testament
  • Revocable Living Trust Package  (if required)
  • Comprehensive Asset Funding Guide
  • Financial Power of Attorney
  • Living Will/Advance Healthcare Directives
  • Healthcare Power of Attorney
  • HIPAA Authorization
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CAR Accidents

Nearly 1.3 million people die in road accidents each year.

Don’t let life take you by surprise. Decide who takes care of your kids, and what happens to your assets.

Without an estate plan, you don’t get a say. Because life happens

 

Unexpected Illnesses

If you get sick, you’ve got other things to worry about.

Cover yourself now, so when the time comes, you can focus on other things—like getting better.

Other Worries

Trip abroad? Backpacking weekend with your spouse?

Get everything squared away before you go—in under an hour. Because the kids are hungry and you still have to pack.

Provide a sense of security for your
loved ones with a living trust.

This ensures a way for your family to easily divide your assets according to your wishes after you have passed. Anyone who owns real estate or has significant wealth should consider creating a living trust.

Ensure Privacy

Eliminate involvement of the court (probate) as you settle your affairs.

Hold Assets in Trust

Ensure your children don’t receive their inheritance until they are mature enough to appreciate and manage the wealth they receive.

Minimize Estate Taxes

Guarantee you pay the lowest estate tax possible.

With our online platform, it’s easy to….

CREATE.

The online interview guides you to make sure your plan includes ALL the documents you need.

UPDATE.

We’ll reach out to make sure that your plan is always current and up-to-date

STORE.

We securely store your documents in the cloud, free of charge, so you always have access to them.

Working with a lawyer is
easier than you think.

1.

Comprehensive estate plan 

2.

A licensed attorney is responsible for your file

3.

Simple online interview

4.

Free online document storage, forever

5.

100% Money-back guarantee 

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