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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

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).

If you have an existing estate plan and simply want it reviewed, a review and summary report is available for $300.

Let's get started.

1. If you're ready, download the Estate Planning Appointment Guide and book a 1-hour meeting.

2. Need some guidance first?  Book a 30-minute initial consultation.

<p>4 Elements of an Estate Strategy</p>

4 Elements of an Estate Strategy

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