Smart Estate Planning…Made Simple Although an integral part of an overall holistic plan, estate planning - often thought of as a “once-you-have-enough-assets type of a problem” - usually becomes a back-burner item in someone’s plan. Part of this reason is the complexity of the process and the costs often associated with creating the various documents. Well, estate planning is not just for the wealthy anymore. In fact, it should be considered by anyone serious about making sure their assets and finances are in good order well before a crisis resulting from death or mental incapacity occurs. From the most basic needs of creating a will, to establishing powers of attorney, to having a full estate plan – this part of someone’s plan doesn’t have to cost so much anymore that it disqualifies the very people who need it. Our partnership with Estate Guru provides an estate plan that is high-quality, quick, customized and cost-effective. Even better, the plan takes less than 45 minutes to complete, is reviewed by a licensed attorney in your state and is customized specifically to your circumstances and assets. Your plan is also flexible and grows with you through life without the need for costly amendments. As a client of ours – whether current or prospective - you can access these services now, very affordably, so you no longer have push this important part of your plan down the road just because of costs. What's Included in Your PlanLast Will and TestamentRevocable Living Trust (If required)Comprehensive Asset Funding GuideFinancial Power of AttorneyLiving Will / Advance Healthcare DirectivesHealthcare Power of AttorneyHIPAA Authorization Qualified Attorneys Your file will be assigned an attorney. If your situation is complex, we'll connect you with your qualified estate planning attorney at no additional cost. Secure Online Storage We'll store your documents securely in the cloud at no additional cost. Easily access and share your documents whenever, wherever. Satisfaction Guaranteed If you're not completely satisfied with your experience, we'll refund your money - no questions asked. It's Smart Estate Planning... Made SimpleIf you're ready to speak with a representative, fill out the form below and let us know what we can help you with.*We will get back to you within 3 business days. Name Email Address Phone Additional Info Thank you! Oops!