Affordable Estate Planning Services
Secure Your Legacy with Trust and Will Estate Planning
Avoid probate with a solid estate plan.
Why Estate Planning Matters
Estate planning is a vital step in protecting your assets and ensuring your loved ones are cared for according to your wishes. Without a plan, your estate could face probate, higher taxes, and potential family disputes.
Key Benefits of Estate Planning:
Avoid costly and lengthy probate.
Minimize taxes on your estate.
Protect your assets and ensure they’re distributed as intended.
Provide financial security for your loved ones.
Our Services Include:
Peace of Mind
Our basic trust package includes Trust, Deed, Will, Financial Power of Attorney, Healthcare Directives, and Mobile Notary service, all at an affordable price point of $59.99 per month for 24 months. This essential offering provides peace of mind and essential legal protection without breaking the bank.
Additional Services
Wills
Outline how your assets will be distributed and designate guardians for minor children.
Trusts
Manage your assets during your lifetime and simplify the transfer of wealth after your death.
Power of Attorney
Appoint someone you trust to handle your financial or healthcare decisions if you become incapacitated.
Advance Healthcare Directives
Document your medical care preferences to ensure your wishes are honored.
Benefits of Estate Planning
Tax Efficiency
Minimize estate taxes and preserve more wealth for your heirs.
Avoid Probate
Simplify the wealth transfer process and reduce legal delays.
Asset Protection
Ensure your assets are protected and used as intended.
The Estate Planning Process
We assess your unique financial situation and goals.
We craft custom documents tailored to your needs.
Review and finalize your estate plan.
Keep your plan up to date as your life evolves.
Frequently Asked Questions
What happens if I don’t have a will or trust?
Without these, your estate will be subject to state laws, potentially leading to delays, higher taxes, and unintended asset distribution.
Can I update my estate plan?
Absolutely! Wills and revocable trusts can be updated as your circumstances change.
How is a trust different from a will?
A trust helps you manage your assets during your lifetime and avoids probate, while a will takes effect only after death.
Learn more about World System Builder
FINANCIAL CENTER
Texas
13831 Northwest Frwy
Suite 215,
Houston, TX. 77040
United States
Washington
2700 Richards Road,
Suite 204
Bellevue, WA 98005
United States
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