Simple, Guided, Modern Estate Planning
to help you protect what matters most.
LEARN HOW TO PROTECT YOUR ASSETS
Estate Planning Made Easy
Estate planning isn't just for the wealthy, it's for everyone who cares about their loved ones. Most people avoid planning because it feels complicated and expensive, but we make it easy; showing you how to easily create the critical documents to protect your family and assets without stress or high legal fees.
Seamless Access, Flexible Experiences
Get equipped with the tools needed to reduce financial stress and stay focused on what really matters.
- ✓Seamless Access: Instantly connect with a coach through QR codes - no logins, no friction.
- ✓Flexible Coaching Formats: Quick one-on-one chats, short videos, webinars, and spotlight sessions that fit into any schedule.
- ✓Immediate Connection: QR codes on flyers, desk cards, or webinar slides make it easy and efficient to connect with a coach.
- ✓Blended Approach: Live coaching supported by digital resources ensures the help needed to make smart financial decisions.
LEARN ABOUT DIGITAL WILL & ESTATE PLANNING TOOLS
LIVE COACHING FOR COMPLEX QUESTIONS
DOCUMENT ORGANIZATION GUIDANCE
GAIN A STREAMLINED PATH TO PROTECT YOUR LEGACY
Frequently Asked Questions
Here you can find some of the most common questions we receive.
What is estate planning, and why is it important?›
Estate planning is the process of organizing your assets, finances, and healthcare wishes to ensure they are handled according to your preferences after you pass away or become incapacitated. A solid estate plan helps protect your loved ones, minimize taxes, and avoid legal complications.
Who should consider estate planning?›
Everyone can benefit from estate planning, regardless of age or net worth. Even young adults with modest assets can ensure their wishes are honored, protect minor children, and designate trusted decision-makers.
What are the key components of an estate plan?›
Typical estate plans include:
- A will outlining how your assets are distributed
- Trusts to manage and protect assets for beneficiaries
- Power of attorney for financial and healthcare decisions
- Beneficiary designations on accounts and policies
- Advance healthcare directives to guide medical care
How does estate planning protect my family?›
Estate planning ensures that your loved ones are provided for, reduces the risk of family disputes, and can help avoid lengthy court proceedings. It also allows you to specify guardianship for minor children and support for dependents.
What happens if I die without an estate plan?›
Without a plan, state laws dictate how your assets are distributed, which may not align with your wishes. This can result in delays, unnecessary taxes, and potential conflicts among heirs.
