DO YOU NEED A WILL OR A TRUST?

HOME*

Select the answer that best describes where you live.

CHILDREN*

Select the answer that best describes your children.

VALUABLES*

If you added up everything you own including clothes, electronics, cars, boats, jewelry, collectibles, and everything else except real estate, roughly how much would it be worth?

MULTI-STATE*

Do you own property in more than one state?

PRIVACY*

Do you care if all your belongings become public and details are made available online?

TOTAL SCORE

How did you score?

0	You are probably fine without an estate plan. However, make sure you have “payable on death” notations on all your bank accounts, and a power of attorney if you are unmarried.
1-5	You should have at least a Last Will & Testament, and should consider a Living Will with Advance Directives document too.
5+	You would benefit from a comprehensive estate plan. Your plan should include a Revocable Living Trust, Last Will & Testament, Powers of Attorney, and Living Will with Advance Directives.

What now?

Estate planning is not just for “the rich” anymore. You may be surprised how easy and inexpensive the options are today. In fact, technology is helping average people take control of their plan, for a fraction of the time and cost.

Complete the contact form below to qualify for a special discount on our Estate Planning packages.

A member of our team will be in touch with you to learn more about your estate planning goals. We are committed to finding a solution that fits your needs!

First Name*

Last Name*

Email Address*

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Phone Number*

Please enter a valid phone number.Format: (000) 000-0000.

How did you hear about us?*

Either you have a plan or the government has one for you!