Planning your estate properly prepares for the distribution of your assets after you die to help ensure there are no uncertainties regarding your intended wishes.
Use our Planning templates to ensure you cover all aspects of your estate. Our questionnaire guides you through the process and saves your work, so you can update your plan at any time. Select your state to choose the template that complies with local laws. We’ll also provide state-specific instructions to help you execute your Estate Plan properly.
Protect your assets and your loved ones with a Last Will and Testament. You can divide your property, choose a guardian for your children, and name someone to manage your estate.
A Revocable Living Trust is a useful estate planning tool that allows the contributor to stay in control of their property as the trustee while they are alive and arrange how some or all of their assets will be managed after their passing. A living trust also avoids most probate fees, however,
your assets are not protected from creditors like in an irrevocable trust.
Protect your interests with a Power of Attorney. Appoint someone to make your important financial, real estate, and business decisions if you are unable to act for yourself.
A Pour-Over Will is used if you have a Living Trust. Upon your death, a Pour-Over Will transfers any missed property to your Living Trust so that the property is distributed as specified in your Living Trust.
A Codicil modifies, removes, or adds clauses to an existing Last Will and Testament.
Unlike irrevocable trusts, assets in a Revocable Living Trust are not protected from creditors. The assets within your Revocable Living Trust are considered your property and could be claimed by creditors.
TAKE CONTROL OF YOUR FINANCES.
DEVELOP A PERSONILIZED FINANCIAL WEALTH BUILDING STRATEGY WITH A LICENSED PROFESSIONAL