What is an Estate Plan?

Your Estate Plan consists of the documents you have in place (or don’t have) that control your finances and health care decisions upon incapacity or death.  Your estate plan is the result of what you do and what you don’t do.  These actions or inactions affect your health and welfare and your loved ones’ ability to care for you without court interference or cost.  Your actions or inactions also greatly affect your loved ones’ inheritance upon your death.

Estate Planning Documents:

Yes, you need all of these!

Estate Planning Process:

Click to find how how to create your Legacy Plan with our streamlined, efficient process.

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