Estate Planning goes hand in hand with Asset Protection. The entire point of any estate plan should be to simplify the distribution of assets. In Asset Protection, the goal is to protect assets during our Client’s lifetime. Estate Planning is a continuation of that goal beyond our Client’s lifetime. Most of the estate planning industry has devised exotic trusts and instruments that are completely unnecessary and expensive. An estate plan should be as simple as possible. The more complex and complicated, the more room for litigation and confusion. Our goal is to get your estate plan created and finalized as fast as possible. Our forms and processes are setup to minimize the strain and work on your end. The process works like this:

• You decide which estate package you want.
• You complete a simple 5-page intake form.
• We have a brief phone call to confirm the estate plan you want to create and I answer any questions you have.
• I draft the documents and email them to you for review.
• Once you approve the documents, we set a time to get them signed.

The entire process from beginning to end will take you less than an hour for a simple estate plan.