What happens to them
if something happens to you?
- Create Your Will
- Protect Your Kids
- Become an Executor
- Administer an Estate
Create Your Last Will and Testament
Your Last Will and Testament is about passing on Wealth. But, wealth is more than just money. Your Family Wealth is everything that you are, have created, and will build during your life time. It's the lessons that you want your kids to learn and remember throughout their lives.
It's about the creating, protecting, and preserving the legacy you want to leave for your children and your heirs.
Best of all? You've already started! We'll help you get all the way there!
What do you want to learn about today?
How We Can Help You
self-guided options | a la carte options | package options | |
|---|---|---|---|
Responsibly pass on family wealth | |||
Document your last wishes | |||
Ensure your children will be cared for | |||
Document your medical decisions | |||
Acquire and protect real property | |||
Become the executor of an estate | |||
Deal with creditors, liablities, and assets in an estate | |||
Manage and administer estate assets | |||
Maximize tax exemptions and benefits | ___ | ||
Protect assets from creditors | ___ | ||
Annual in person strategy sessions | ___ | ||
Easy access to legal advice | ___ |
Free Resources
How to:
Protect Your Kids
There's more to being a good parent than ensuring your kids always eat their vegetables.
What happens to your kids if something happens to you?
Discover how you can make sure there's a plan for them.
How to:
Apply to be an Executor
It's hard to be the executor.
It sounds like a big fancy title, but all it comes with is a lot of responsibility and angry relatives.
Discover how to keep calm - yourself and your relatives, apply for probate, and get the ball rolling when you apply for probate.
How to:
Start Your Estate Plan
Do you think an "estate" only exists in PBS dramas and manor homes?
An "estate" is everything that you accumulate throughout your life - yes, even your old hooptie.
Discover how to get started planning how to pass it on.