Legacy Estate Planning

What’s Included in Your Estate Plan

Exclusive client-specific content to help protect your business and your legacy.
A step-by-step process to create your plan and implement your desires.
Critical estate and legacy planning documents.
Unlimited emails, phone calls or meetings to answer your questions and finalize your estate planning documents.
Digital copies of your estate documents.

Trusts & Wills

Revocable Living Trust

Last Will & Testament

Guardian for Minor Children

Powers of Attorney

Healthcare Power of Attorney

Financial Power of Attorney

Documents/Directives

Living Will (Medical Directive)

Deed primary residence to Trust

Protecting young adult children

Protecting minor children

Guidance to avoid probate

Family dynamics change

Financial circumstances evolve

Laws and regulations change

Beneficiary designations matter

New asset acquisition

Health and incapacity planning

Protecting your legacy

Peace of mind

Avoiding family conflicts

Personal and professional priorities change