Estate Planning

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Digital Document Preparation

Create legally binding estate planning documents online with intuitive guidance, ensuring accuracy and completeness at every step.

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Attorney Network Access

Connect with licensed estate planning attorneys who specialize in your state's laws, providing personalized advice tailored to your situation.

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Healthcare Directives

Establish living wills, healthcare powers of attorney, and advance directives that ensure your medical wishes are honored.

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Trust Creation & Management

Design and implement various trust structures—including revocable living trusts—to protect assets and streamline estate administration.

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Guardian Designation

Formally appoint guardians for minor children, ensuring your loved ones are cared for by people you trust if the unexpected occurs.

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Ongoing Updates & Support

Keep your estate plan current with life changes through easy document updates and continuous access to expert guidance.

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Secure Document Storage

Store all estate planning documents in a secure digital vault, accessible anytime while maintaining complete privacy and protection.

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Business Succession Planning

Develop strategies for transferring business ownership and ensuring continuity, protecting both your legacy and your employees.

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Charitable Giving Strategies

Structure philanthropic goals efficiently through charitable trusts, foundations, and other vehicles that maximize your impact.

Will Education

We can help you understand how to structure your will so your legal team can create a document that reflects how you want your estate disposed of and distributed. From a simple will to a testamentary will, or joint wills and living wills – our team will help you navigate the complexities of this document so you won't need to stress over specifics.

Creating Powers of Attorney (POA) Discussions

Whether it's to manage specific assets, such as investments, accounts, and real estate holdings, or to help others make health care decisions if you are ill or incapacitated, you need a POA in place to ensure your wishes are followed. A well-crafted POA will also smoothen how decisions about your final arrangements, and those related to your estate, are taken care of once you pass.

Choosing Executors

The executors of your estate wield strong powers that determine how your estate is handled upon your passing. We'll help you understand the importance of choosing an executor(s) for your estate, and what criteria you should consider when appointing someone to discharge this all-important role – especially if minor children/guardians are involved.

Designating Beneficiaries

If you don't choose beneficiaries for your assets carefully, your estate assets might end up in the hands of individuals that you never intended should benefit from them. A well-thought-out estate plan ensures the needs of your dependents are taken care of.

Addressing Estate Taxes and Probate Fees

Taxes, fees, and other levies have the potential to erode a large part of your estate before your beneficiaries see a cent. Careful planning can reduce the impact taxes and fees may have.

Estate Preservation

Even after you pass, many of your assets – such as long-term investments and property – will likely need protection and management until they are disposed of and their proceeds are distributed to your beneficiaries. In the absence of an estate plan, your assets will likely not receive the type and level of protection those assets require.

Distribute Your Legacy

Our professionals can support you in synchronizing your estate plans and your will with your estate attorney so your assets are distributed in line with your final wishes.