Plan for those who still need you after you’re gone.
Get expert help as you go and complete your trust and will with confidence.
Plans
Both a trust and a will are legal documents that help direct how you want your estate (your home, financial accounts, investments, possessions, etc.) to be handled should you pass away.
Trust + Will Plan
A complete estate planning solution designed to protect your family, preserve your privacy, and direct how your assets are transferred according to your wishes — without the delays and costs of probate.
What’s included
- Revocable Living Trust
- Last Will and Testament
- Medical Power of Attorney
- Advance Healthcare Directive
- General (Financial) Power of Attorney
Key Benefits
- Avoid probate and support a smooth transfer of assets
- Appoint guardians for minor children
- Maintain control with financial and medical powers of attorney
- Enhanced privacy and protection from court involvement
- Streamlined, private estate settlement
Best for: Families or individuals looking for the most comprehensive protection and to avoid probate.
Will Only Plan
A simplified plan that covers the most important decisions for your family and assets if something happens to you.
What’s included
- Last Will and Testament
- Medical Power of Attorney
- General (Financial) Power of Attorney
- Advance Healthcare Directive
Key Benefits
- Direct your assets and final wishes
- Appoint guardians for minor children
- Authorize trusted individuals to act on your behalf (medical and financial)
- Gain peace of mind and minimize court involvement
Best for: Individuals or families seeking essential estate planning without a trust.
Not sure where to start?
Our team of experts can guide you through the process and answer any questions you may have. Call 844-488-1266 — a real person answers.