IT’S A UNIVERSAL TRUTH THAT YOU CAN’T TAKE IT WITH YOU
Will your inheritors have to pay for what you leave behind? When a person dies, someone must step in to finalize that person’s affairs. Bills must be paid, property must be accounted for and assets must be passed on to the heirs chosen by the deceased person. Without other arrangements, state law usually requires that all this be handled through court proceedings. This process can take many months. Because probate is time consuming, expensive and usually unnecessary, smart people plan in advance to avoid placing this burden on their heirs.
WE REALIZE THAT MANY OF US ARE SQUEAMISH WHEN IT COMES TO THINKING AND TALKING ABOUT DEATH, PARTICULARLY OUR OWN
But, preparing a few legal documents with the help of someone who is familiar with this process can ensure that the things you worked so hard for all your life will be saved from probate and unnecessary taxes. Get answers to your estate planning questions. Learn how to provide a personalized program that’s just right for you and your family. Don’t put this important decision off any longer. You’ll be glad you did.
WE MAKE IT EASY TO CREATE AN ESTATE PLAN
Introducing the eStatePlan™
Most people know they need to do something to make sure everything they’ve accumulated during their lifetime goes to the people (or organizations) they want. However, figuring out how to make that happen and what documents are needed and how to do it all, without spending a fortune in legal fees, often stops people from moving forward. That has changed.
There is a new and innovative way to develop your own personal estate plan. The eStatePlan™ is a digital estate plan that provides privacy, convenience, and control. It also provides administrative efficiencies and continuous cost savings through a secure website that makes it easy to set up a personal estate plan.
EMPOWERED ESTATE PLANNING
The eStatePlan™ is a cloud-based platform that helps you connect all the dots in the estate planning process.
It offers:
A step-by-step process to identify and gather all required documents
Applications simplified with the ease of electronic signatures
Electronic trust funding WITHOUT the complications of retitling
Ability to make changes at any time in the privacy of your home
Professional support from financial and legal professionals
Secure cloud storage of documents and funding ledgers
Facility to simplify the estate settlement process at any time in the future
A secure digital vault to store ancillary documents and forms
A platform for advance medical directives storage
Electronic postscript pages for supplementary directives