What about your

Estate Plan?

You might be thinking you don’t have an estate plan. However, it’s more likely that you do. Either you proactively designed one yourself, or the government did it for you!

Here’s the thing, you don’t necessarily have to have a palace, or even a big house, to claim your estate. Think about this for starters — do you own a home (no matter how modest), personal property, investments, bank accounts, retirement plans and any interests in a family business or partnership? Do you have children, grandchildren, or a charity to whom you want to leave a token of love? Okay then! For most assets, having a will, or even better, a trust that clearly stipulates who gets what, is critical.

Equally important to think about is your advance medical directive or health care durable power of attorney, as well as your financial durable power of attorney. You may know first-hand that family don’t always agree, even to a dying family member’s last wishes. So, be proactive about your health care and financial decisions in the event you become incapacitated (unable to make your own decisions).

The value of

having a solid plan

In our opinion, if you can’t take it with you, then you should very well be able to control it – from wherever you go. After all, you’re the one who worked hard for it.

Always

cya (cover your assets)

Get a comprehensive and affordable estate plan, created by estate planning attorneys with decades of experience, so you know it’s done right. And with technology that allows you to build what you want and keeps you in control.

Attorney-drafted
Affordable
Fast
Flexible
Convenient
Secure
Easy

We’re bringing you the best of both worlds! Great legal minds plus leading edge technology means that you have the power of estate planning right at your fingertips.

Protecting your family and assets is a natural instinct. And it should be easy. You deserve to have the best and most up-to-date estate plan. Call us today and you could be printing Your Estate Plan in about an hour.

The decision is yours

not someone else’s

DO I NEED A WILL OR A TRUST?

Your Estate Plan

Important Docs To Include

A Revocable Living Trust

Last Will & Testament (Pour-Over Will)

Living Will & Advance Medical Directive

Durable Power of Attorney (medical)

Durable Power of Attorney (financial)

No to Plan = Yes to Probate

Courts decide who receives your assets

Your private matters become public

Can be months before family receives assets

Assets in 2+ states = multiple probates

Cost and fees = thousands of dollars

You Decide

...Not Someone Else

Who receives your hard earned assets, and when (i.e., at what age)?
How will they receive them (over time; lump sum)?
Who makes the decisions if you're incapacitated?
Who manages the assets for your children?
Who raises your children?

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