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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

An Estate Plan fulfills the legacy of a Financial Plan and creates irreplaceable peace of mind.

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 + $300 per deed (if needed).

Let's get started.

4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

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

Let's start your plan.

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