Estate Planning Services
Through our partnership with EncorEstate Plans, we guide you through the process of creating a personalized estate plan, offering three levels of support: wills, powers of attorney, and trust-based plans. We provide education and ensure your plan aligns with your broader financial strategy. The estate planning documents themselves are created through EncorEstate Plans' software, with our guidance to ensure the plan fits your needs.
For more complex situations, an estate attorney is highly recommended and for certain situations it is required. While we do not provide legal advice, we are happy to refer you to trusted professionals who can help.
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This plan includes a state-specific will, powers of attorney for healthcare and finances, and a HIPAA release, all produced through EncoreEstate Plans
We provide education to ensure your plan aligns with your personal and financial goals
We arrange for notarization of all documents
Includes a personalized binder to keep your estate planning documents organized
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This plan includes a revocable living trust, pour-over will, powers of attorney for healthcare and finances, and a HIPAA release, all produced through EncoreEstate Plans
We provide education to ensure your plan aligns with your personal and financial goals
We arrange for notarization of all documents
Includes a personalized binder to keep your estate planning documents organized
Leveraging EncorEstate Plans, we help quarterback the process of transferring your home into the trust
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This plan includes powers of attorney for healthcare and finances, and a HIPAA release, all produced through EncoreEstate Plans
We provide education to ensure your plan aligns with your personal and financial goals
We arrange for notarization of all documents
Includes a personalized binder to keep your estate planning documents organized
