Estate Plan

47% of Americans say they would like an Estate Plan, but haven’t gotten around to it yet.

We are proud to offer a cost-effective estate planning solution

Our goal is to provide a simple yet comprehensive and secure solution for your future. An Estate Plan fulfills the legacy of a Financial Plan and creates a peace of mind that is irreplaceable.

Every plan that we coordinate can include robust features that address conduit language for IRA’s, standby language for a Special Needs Trust if needed, postponing distribution in exceptional circumstances (example: beneficiary drug use), state-specific requirements, flexibility for future changes in State and Federal Estate Tax, and more.

Estate Planning Package Includes:

Trust
Certification of Trust
Deeds for real property
Property agreement for community property states (like Wisconsin)
Financial Power of Attorney
Medical Power of Attorney or Advanced Directives
HIPAA release
Will

How much will it cost?

$950 for the full document package + $250 per deed (if needed).

Let's get started.

Step 1.

Download the estate planning appointment guide.

Step 2.

Schedule a 1 hour appointment.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Learn More

Let's start your plan.

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