Comprehensive Will-Based Estate Plan
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Includes:
• Last Will & Testament
• Durable Power of Attorney
• Health Care Directive
• Digital Total Planning Vault
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Perfect For:
Families with minor children, homeowners, or individuals who need guardianship designation and asset direction.

Avoid Probate. Protect Assets. Create Generational Order.

Includes:

• Revocable Living Trust
• Pour-Over Will
• Durable Power of Attorney
• Health Care Directive
• Digital Total Planning Vault

Perfect For:
Homeowners, blended families, business owners, real estate investors, and those seeking probate avoidance and privacy.

Avoid Probate. Protect Assets. Create Generational Order.

Includes:

• Scheduled Stategic Session(s)
• Pour-Over Will
• Durable Power of Attorney
• Health Care Directive
• Digital Total Planning Vault

Perfect For:
Homeowners, blended families, business owners, real estate investors, and those seeking probate avoidance and privacy.

Have your completed estate planning documents reviewed by a licensed estate planning attorney to ensure alignment, clarity, and legal sufficiency based on your state requirements.
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Includes:
• Attorney review of completed Will or Trust documents
• Written recommendations (if applicable)
• Structural compliance check
• Clarification of legal language
• Confirmation of execution readiness
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Best For:
Clients who want additional legal oversight beyond platform generation.
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Important Positioning Note:
This is a review service, not custom drafting from scratch.

A 30 - minute structured session to assess your current estate protection level and identify the best next step for you and your family.

Free