ESTATE PLANS

We are a full-service Estate Planning group that is dedicated to making comprehensive estate plans available to everyone.  It is estimated that over 100 million people in America do not have an estate plan.  Millions of moms and dads have no idea who would take care of their children if they could not, or who would help them with financial or medical decisions during a critical time, or where or to whom their property would go to when they pass on.  Without an estate plan, loved ones may have to make very difficult decisions, or spend enormous amounts of time and money fighting court battles to settle decisions that are easily made in a comprehensive estate plan. We would be glad to help you decide which estate plan is the best fit for you and your loved ones.

What is a Revocable Living Trust?

A Revocable Living Trust as an estate-planning device used for property transfers or gifts from grantors to beneficiaries. It is not a way to stave off creditors from the trust assets. Achieving a speedy transfer of assets and avoiding probate are the major goals of this approach.

What is a Last Will and Testament?

A legal document that allows you to dictate how your assets, property and the care of your children will be handled after your death. To ensure your wishes are carried out, you will select an Executor, a person or organization responsible for overseeing the instructions in your Will.

What is a Health Care Directive?

It is a written document that informs others of your health care wishes. It allows you to name a person (or “agent”) to make decisions for you if you are unable to do so.

What is a Durable Power of Attorney?

Allowing the agent to act on the principal’s behalf after the incapacity of the principal. A durable power of attorney may be immediate or springing. The immediate power of attorney starts immediately after the durable power of attorney has been executed. The springing durable power of attorney goes into effect after a specific event occurs.

Yes, I need to get my plan started!

PLEASE FILL OUT THE ESTATE PLANNING QUESTIONNAIRE AND SUBMIT

PLEASE SELECT ONE OF THESE PAYMENT OPTIONS

  • Online Payments
    • Installment payment – We offer different installment payment options if you are unable to pay for the full amount.
    • Full amount payments – We accept full amount payment.
    • Credit card and debit card payments – We accept credit card and debit card online payment.
    • PayPal payments – We accept PayPal online payment.
  • “Referral” program – We offer a credit of $100 for each referral that completes the referral program requirements. Please follow the instructions to receive credit for your referral.

Once the payment is made in full, we will provide a complete service for your estate planning need. If you have any questions or concerns please contact us or call us at (877) 903–7828.