Estate Planning Made Simple

Revocable Living Trust

A living trust is a legal document that contains instructions for what you want to happen to your assets when you die. In addition to all of the features and functionality of a will, a living trust can avoid probate at death, control all your assets, and prevent the court from controlling your assets if you become incapacitated. 

Assets Package

Within your account is your Assets Package where you will maintain an updated list of all assets. This ensures an easier transfer of your assets after your death, and that no assets are lost.

Financial Power of Attorney

Your financial power of attorney names someone to make financial decisions for you when you are not able to do so for yourself. You can name your primary choice and up to 3 back-up choices. 

Printed and Digital Documents

You will receive a Trust Binder with printed copies of all your legal documents as well as several guides. You will also receive digital access to your documents where you can view, print, download, and even amend your documents.

Healthcare Power of Attorney

Your healthcare Power of Attorney names someone to make healthcare decisions for you when you are not able to do so yourself. You can name your primary choice and up to 3 back-up choices. It also includes important documents such as state specific Advance Healthcare Directives. 

Last Will and Testament

A Last Will and Testament is a legal document that contains instructions for what you want to happen to your personal belongings and assets when you die, as well as designate guardians for minor children.