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Estate Planning

No one wants to think about this, but none of us are going to be here forever. Give yourself some peace of mind and assist your loved ones by preparing the documents that will help them avoid probate.

For $1,200, we are offering a package of:

  • Last Will and Testament
  • Trust
  • Living Will/Healthcare Directive
  • Healthcare Power of Attorney
  • Financial Affairs Power of Attorney

These documents will be presented to you in a binder along with a collection of related worksheets to help you organize your affairs.

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Tax Organizer Download

Prepare for your 2019 taxes with our handy tax organizer. You’ll have all of your tax-related information documented in one location so you’re ready for your tax appointment.