Who This Is For

Business owners

Blended families

Retirees

Professionals concerned about probate

Families with minor children

Anyone who Wants to Guard from probate

Who This Is Not For

Those looking for free generic templates

Individuals unwilling to implement

Situations requiring tax litigation advice

Those looking for free generic templates

Individuals unwilling to implement

Situations requiring tax litigation advice

Those looking for free generic templates

complex estates multiple properties or businesses

Situations requiring tax litigation advice

Those looking for free generic templates

Individuals unwilling to implement

Situations requiring tax litigation advice

Estate Planning Coordination Process

How It Works

  • Step 1 – Gather Your Information

  • Step 2 – Fill Out Questionairre

  • Step 3 – Implement with LawDepot

  • Step 4 – Record Documents & Review

Core Documents
Typically Included

  • Revocable Living Trust

  • Pour-Over Will

  • Durable Power of Attorney

  • Healthcare Power of Attorney

  • Living Will

  • HIPAA Authorization

  • Assignment of Personal Property

  • Beneficiary updates

Estate Planning Checklist

Gather this information before starting:

  • Names of Trustees & Succcessor Trustees

  • Names of Beneficiaries

  • Bank Account: Name and Account Numbers

  • Brokerage Accounts: Name and Account Numbers

  • Real Estate - Property Addresses

  • Automobile Description

  • General Personal Asset Inventory

  • Business Names

  • Names of Guardian if any

  • Long-Term Care Information

  • Digital Assets

Common Mistakes to Avoid

Trust not funded

Minor children named

Ex-spouses listed

Retirement not coordinated

No review

If something happened tomorrow…

Would your family know what to do?

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Legal, Tax & Scope of Services Disclosure
We are not attorneys or certified public accountants, and we do not provide legal or tax advice. We are wealth advisors experienced in assisting clients with financial planning, investment strategy, and coordinating estate and financial planning considerations. Any discussion of estate planning, tax strategy, legal structures, or related matters is provided for educational and financial planning purposes only and should not be relied upon as legal or tax advice. Clients should consult their own qualified attorney and/or CPA regarding their specific legal and tax circumstances.

Third-Party & Affiliate Relationship Disclosure
We may provide access to legal document preparation tools and resources through our affiliation with LawDepot, an independent third-party provider of legal document templates and related services. LawDepot is not a law firm and does not provide legal advice. We do not draft legal documents, provide legal opinions, or review legal documents for legal sufficiency.

Compensation Disclosure
If a client chooses to use third-party document preparation services, we may receive compensation as an affiliate. In addition, we may charge the client a separate fee for our time, guidance, coordination, education, and financial planning support related to the estate or financial planning process. Our total fee for assisting a client may exceed the amount charged directly by LawDepot or other third-party providers. Clients are under no obligation to use any third-party service through us and may choose to access such services independently.

Conflict of Interest Disclosure
Because we may receive compensation in connection with certain third-party referrals, a potential conflict of interest exists. We strive to act in the client’s best interest and will disclose material compensation arrangements upon request.

Investment Risk Disclosure
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Any illustrations, projections, or examples are hypothetical and for educational purposes only.