Estate Planning

Why do I want an estate plan?
I'm ready to get started!

Family.

Isn’t family the reason we do everything? Whether your family is made up of your partner, siblings, children, or simply close friends, there are people who love you dearly and who are impacted when things happen to you. An estate plan is one of the best ways to prepare your family for what is to come and to take care of them when you are no longer able.

Everything you need.

Every person is different, and so is every estate plan. When you meet with Rich for your initial planning meeting, you will discuss exactly what you need to set up your estate plan the way you wish. Look through the options below to become familiar with common estate plan documents.

  • Most estate plans include

    • Trust (and related documents)

    • Will

    • Health Care Directive

    • Power of Attorney

    • HIPAA Release

    • Final Disposition

    • Deeds for property, mineral rights, etc.

    • Specific type trusts for special circumstances

    • Business interest and stock transfers

    • Prenuptial agreement and planning

    • Trust Ammendments (because of evolving family circumstances and law surrounding estate plans, Rich recommends checking in every 4–6 years. You won’t always want to amend your documents, but the option is always available to you.)

    • Updates. of agents and assigned responsible parties

    • Adjustments to other estate planning documents

Ready to get started? Want to learn more? 

Choose how to contact us:
  • Fill out this form. A team member will respond in 1–2 business days.

  • Call our office, and a team member will assist you.

    (801) 375-9801