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Put Your Estate Plan in Your Own Hands

LAST WILL

There are few subjects more misunderstood than estate planning. Estate planning is not just for the super wealthy. It is just as important for the average American. If you own a home, or have a retirement account or investments, a private Estate Plan will help you protect your loved ones after you’re gone.

Most of us value our children's lives more than our own. We work hard to provide for them. We desire that our children (and grandchildren) have a financially secure future.  Nevertheless, many people don't take the time to create a private Estate Plan because it seems like a daunting task.

If you already have a Will, is an Estate Plan important? YES! If you only have a Will, your estate will go through the government’s Probate Court process after you pass.  During the Probate process, your loved ones are at risk for having to pay thousands of dollars in court, probate, and lawyer fees. Procrastination and misinformation are the leading causes of familial stress and fracturing after someone passes.

It doesn't have to be that way!

This is why we use Technology Assisted Trust - a revolutionary new way to quickly and affordably create an Estate Plan online and secure your most important medical and financial documents in one place. We have made estate planning easy!

Through our educational and collaborative approach, we work with our clients to create an ironclad Estate Plan from the comfort of their computer—and save thousands of dollars on expensive attorney fees.

Put Your Estate Plan in Your Own Hands

LAST WILL

There are few subjects more misunderstood than estate planning. Estate planning is not just for the super wealthy. It is just as important for the average American. If you own a home, or have a retirement account or investments, a private Estate Plan will help you protect your loved ones after you’re gone.

Most of us value our children's lives more than our own. We work hard to provide for them. We desire that our children (and grandchildren) have a financially secure future.  Nevertheless, many people don't take the time to create a private Estate Plan because it seems like a daunting task.

If you already have a Will, is an Estate Plan important? YES!

If you only have a Will, your estate will go through the government’s Probate Court process after you pass.  During the Probate process, your loved ones are at risk for having to pay thousands of dollars in court, probate, and lawyer fees. Procrastination and misinformation are the leading causes of familial stress and fracturing after someone passes.

It doesn't have to be that way!

This is why we use Technology Assisted Trust - a revolutionary new way to quickly and affordably create an Estate Plan online and secure your most important medical and financial documents in one place. We have made estate planning easy!

Through our educational and collaborative approach, we work with our clients to create an ironclad Estate Plan from the comfort of their computer—and save thousands of dollars on expensive attorney fees.

MEET OUR LEGAL team

3

Jennifer C. Surmacz

Chief Counsel

2

Chelsie Keller

Associate Attorney

1

Rachel Kuehn

Paralegal

So don't wait!

get started today Let us help you get the results you want and the peace of mind you deserve.

Contact us for a free consultation.