Estate Planning Services

Be ready for the future. Prepare ahead of time.

Through our partnership with Trust & Will, we are proud to offer Estate Planning Services for all of our clients. 

Will-Based Estate Plan

$159
$ 143
10 .
  • Includes spouse documents for just $90 more
  • Includes state-specific docs:
  • Last Will & Testament
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
  • A Will may be the right choice for you if you have minor children, are married, own a home, and/or own less than $160,000 in assets.
  • With a Will, you can:
  • Name guardians for your children and pets
  • Designate where you'd like your assets distributed
  • Detail your funeral and burial arrangements

Trust-Based Estate Plan

$599
$ 539
10 .
  • Includes spouse documents for just $90 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

Estate Planning Steps

Get started, schedule a complimentary information session now!

Schedule A Call
  1. Appointment Prep: You will receive the Estate Planning Appointment Guide to complete, so you are prepared for the first appointment.
  2. Data Input Appointment: We will ask you questions and guide you through creating the basis of your estate plan.
  3. Document Creation: Your estate planning package will be delivered electronically to be reviewed, signed, and notarized. In unique situations, you may want to speak with an attorney, and we can coordinate that discussion through our partners at Trust & Will for an added fee.
  4. Execution and Funding: We will work with you to make sure your estate plan is executed and properly funded.