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How is it better?
What to Expect: Our estate planning process equips you with everything you need to protect your wealth, care for your loved ones, and preserve your legacy—with no ongoing fees and unlimited revisions.
Here’s what’s included:
- Revocable Living Trust
- Last Will & Testament + Pour-over Will
- Healthcare & Financial Powers of Attorney
- Advanced Healthcare Directives
- Guardianship Documents
- Holdback & Sub Trusts
- Marital Trusts
- Pet Directives
- Unlimited Revisions
No Ongoing Fees PLUS exclusive planning tools:
-Personally Encrypted Data & Document Vault
- Real-Time Net Worth Tracker
- Emergency Access Delegation
- Estate Tax Estimator
- Estate Plan Visualizer
This is a modern, well-organized approach to estate planning—built to give you clarity, confidence, and control over how your assets are protected and your legacy is passed on.
In this estate plan review, we’ll review your current documents, trusts, wills, powers of attorney, and more to assess whether they still reflect your wishes and align with your goals. Life changes, and too often estate plans are left outdated or incomplete. We’ll identify any areas of risk or inefficiency and help you explore ways to improve clarity, minimize conflict, and ensure your legacy is fully protected.
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