ESTATE PLANNING
Did you know that over 68% of Americans do not have estate planning documents in place? That means approximately two-thirds are not prepared if the unexpected happens, especially younger adults.
Now is the time to Protect Your Legacy. Why wait? We make it easy for you to Protect yourself against the unexpected.
What we provide to Protect that Legacy
Planning for the future means making sure your hard-earned assets are protected and distributed according to your wishes. Our team now offers comprehensive estate planning services through Estate GURU that include completed legal documents — giving you peace of mind knowing everything is properly in place.
Wills & Trusts – Clearly outline how your assets will be managed and distributed.
Powers of Attorney – Appoint trusted individuals to make financial and legal decisions on your behalf if you’re unable.
Healthcare Directives & Living Wills – Ensure your medical wishes are known and honored.
Beneficiary Designations – Coordinate with your financial accounts and life insurance policies to ensure accurate designations.
Estate Plan Reviews & Updates – Keep your plan current as life changes.
Why Work With Us
Personalized guidance to reflect your unique wishes and family dynamics.
Seamless process that combines financial planning and legal document preparation.
Peace of mind knowing your estate plan is complete, legally sound, and ready when needed.
Your legacy is more than numbers — it’s the story of your life. Let’s make sure it’s protected.
Pricing
Revocable Trust Package: $2,200
Revocable Trust Package - Married Filing Separate: $1,950
Basic Will Package: $600
Will Package - Married: $700
Durable Power of Attorney: $300
Durable Power of Attorney - Married: $400
Living Will/Health Surrogate: $400
Living Will/Health Surrogate: $500