Estate Planning
What Happens to My Wealth When I’m Gone?
No one wants to leave their family confused or stressed. We help you build a clear plan so your money and values go to the people you love.
Without a Plan, Things Can Get Messy
Wills get lost. Courts get involved. Families argue. When you don’t have a clear plan, the people you care about may not get what you hoped they would.
We Help You Make a Clear and Loving Plan
We help you get simple, affordable coverage that protects your income, your health, and your future — including term life, disability, and long-term care.
Who get’s what?
Make sure your stuff goes where you want — not where the court decides.
List who gets what, from money to special items
Name guardians for your kids
Keep things fair and clear for your family
Get the right Papers in place
A will is only part of the plan — you may need more to protect your loved ones.
Create or update wills and trusts
Pick someone to make medical and money decisions if you can't
Make sure accounts and home titles match your plan
Pass Down More Than Just Money
Your values, faith, and lessons are worth more than stuff.
Write a letter to share your heart and hopes
Involve your kids in your giving plan
Help your family carry on what matters most
Keep It Updated
Life changes — your plan should too.
Check your plan when big life events happen
Update names, wishes, or laws that may have changed
Review everything with us regularly