Welcome to Your Estate Planning Partner

We are here to help you navigate the challenges of estate planning

We can help you make your perfect plan a reality. Tell us what all fits you best

Starting At $149

Trust

Create a Trust to manage your assets during your lifetime and guarantee a seamless transfer to your beneficiaries.


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Starting At $149

Will

Set up a legally enforceable document that specifies who will inherit your assets after your death.


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Why Opt For 'IN WILL WE TRUST' For Setting Up Your Estate Plan?

Expertise

With every step, you get advice from experienced planning professionals dedicated to staying up-to-date with the latest laws and regulations. We use our professionalism to create individualized solutions that maximize the benefits for you and your heirs.

Adaptive Strategy

We know there isn't a universal approach to building and safeguarding your financial assets. That is why we take the time to understand your priorities, concerns, and issues. We will craft your estate plan to fit your unique requirements.

Accessibility

Our professional team is always there to address any queries or worries you may have, as your needs may alter as time passes. We also offer cost-effective plans that fit your budget so you can protect your assets and provide for your loved ones.

Still Not Sure?

Personalization in Estate Planning

We specialize in helping individuals and families navigate the intricate world of estate planning. Our mission is clear:to empower you with tailored solutions that secure your financial legacy and provide for your loved ones. What sets us apart is our team of experienced professionals, including attorneys, financial advisors, and tax specialists, who stay abreast of ever-changing laws and regulations to craft personalized estate plans. We understand that each person's situation is unique, and we take pride in providing comprehensive services that include Wills, Trusts, healthcare directives, powers of attorney, and guardianship nominations, all while maintaining affordability and accessibility. We invite you to start your estate planning journey with us through a consultation and explore our educational resources to make informed decisions about your future.

Includes the following documents

Revocable Living Trust

A judicial entity that holds and manages your assets while you're still alive and ensures a smooth transition to your beneficiaries after your passing, avoiding probate.

A list detailing all assets included in your Trust, ensuring a comprehensive overview for effective estate planning.

A legal document that outlines your wishes for asset distribution and guardianship, serving as a backup plan for assets not in the Trust.

A condensed document confirming the existence and authority of your Trust, often used to maintain privacy in estate matters.

Grants specified individuals access to your medical information, aiding in making informed healthcare decisions if you become incapacitated.

Specifies your preferences regarding life-sustaining medical treatments in the event of incapacity, guiding healthcare providers and loved ones

Grants authority to a Trusted individual to make financial or healthcare decisions on your behalf if you cannot do so yourself.

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FAQ

Find the answers to all of our most frequently asked questions

The cost of an Estate Plan can vary significantly based on your circumstances and the complexity of your assets. Instead of viewing it simply as an expense, consider it a personalized strategy to Protect your Legacy. We collaborate with you to develop solutions that fit your needs and budget, ensuring they are accessible, inclusive, and reasonably priced.
We offer a WILL-Based Estate Plan for just $159 and a TRUST-Based Estate Plan for $599. Additionally, if you would like to discuss your plan with a lawyer, we provide attorney support for an extra $200.

Creating an Estate Plan is a process that requires careful attention to ensure it accurately reflects your wishes. It is akin to crafting a masterpiece; the timeline can vary, but we work diligently to expedite the process without compromising the quality and accuracy your legacy deserves. On average, it takes about 20 minutes to complete a TRUST-Based Plan and 15 minutes for a WILL-Based Plan.
The duration of the probate process, however, varies depending on the size of the Estate and the State in which you reside. Rest assured, our professionals make every effort to expedite the process while maintaining the quality and accuracy your legacy requires.

Both a TRUST and a WILL are essential components of a comprehensive Estate Plan, but they serve different purposes.
A WILL is a legal document that specifies your wishes for distributing your assets after your death. It may include instructions on how to divide your assets, who will care for any minor children, and how to make charitable contributions.
In contrast, a TRUST is a formal arrangement that has the authority to hold and manage assets on your behalf during your lifetime and after your death.
There are three key differences between a TRUST and a WILL:
1. A TRUST can take effect as soon as it is created, whereas a will only take effect after your death.
2. A WILL must go through the probate process, which is a court-supervised procedure for distributing property.
3. A TRUST can remain private, while a will is a matter of public record.

Notarization may not always be required, but it adds an extra layer of validity and protection to your estate documents. Our experts will help you navigate the notarization requirements to ensure your documents adhere to the highest standards.

As life evolves, it's essential to adjust your Estate Plan accordingly. We provide a seamless process for updating your documents. Contact us, and we will help you reflect on your current wishes, ensuring your legacy aligns with your life.

Your Estate Plan reflects your wishes and can be modified as life changes. We are here to discuss updates and ensure your Estate Plan reflects your aspirations and values.