Smart Estate Planning.
Made Simple.

SIMPLE

  • No complicated, do-it-yourself legal work
  • No long hours in the attorney’s office
  • One, intuitive questionnaire to complete
  • Access your document portal anytime, anywhere

FAST

  • No back-and-forth communication with the attorney
  • Spend just 30-45 minutes providing your information online with an intake team member
  • Receive your documents in 7-14 days, not 5-7 weeks

AFFORDABLE

  • Avoid billable hours by using our online portal
  • One low, flat fee*

* See below.

WHAT’S INCLUDED?

Last Will and Testament   |   Revocable Living Trust (if required)   |   Comprehensive Asset Funding Guide   |   Financial Power of Attorney   |   Living Will/Advance Healthcare Directives   |   Healthcare Power of Attorney    |   HIPAA Authorization

HOW MUCH IT COSTS?

Trust & Will Package. Only $995   |   Will Only. $200/pp or $375/couple

HOW IT WORKS?

1. Gather your data (using the appointment preparation packet below) and Schedule your intake call.

2. Attorney recommends and drafts your tailored documents using advanced automation.

3. Documents are delivered to you with assistance from your financial advisor.

4. Retitle assets into the name of your trust to avoid probate (only when recommended a trust).

Book Your Intake Call Today at: https://calendly.com/ep-cloud/yrs

Note: you can refer to the information gathered in the questionnaire below to make this call super efficient. Feel free to have your retirement advisor on the call with you.

“57% of adults don’t have estate planning documents such as a will or living trust.”

Don’t be one of them!

-Caring.com 2019 Survey