Estate Planning Tool

What to expect when you’re estate planning

Are you one of more than 60% of Americans who doesn’t have a Will?

Legal studies indicate that the majority of American adults have no Will and have never discussed estate planning with their loved ones, for reasons like:

• It’s too expensive
• It’s too time-consuming
• My spouse and/or children will automatically receive their assets upon their death… right?

Do any of these sound like things you’ve said? Excuses you’ve made?

Just like a fire drill helps prepare you, your family, your possessions, and your home if an emergency should happen, estate planning documents are helpful tools to prepare your family to deal with your passing, plus give you peace of mind that your wishes are met.

A Will is just one estate planning document recommended for every adult 18 and older. Besides a Will, two other recommended estate planning documents are a Power of Attorney and Advance Health Care Directive. Whereas a Will addresses your property upon your death, these documents help ensure your financial and medical wishes are followed while you’re alive, but possibly ill on incapacitated.

There are lots of factors to consider when developing a custom estate plan that works for you and your family. To help you get started, we’ve created a comprehensive planning document and we’re sharing it with you!

Fill out the form below to request yours today: