Estate Planning
We consider estate planning to be an essential aspect of comprehensive wealth management.
Although we are not attorneys, we have partnered with, in our view, a premier firm that is designed to help offer you a time-efficient and cost-effective estate planning service, including trusts, wills, powers of attorney, and healthcare directives Our team will assist you in gathering the necessary information and documents for your personalized plan, which will then be prepared and reviewed by our partner's quality-focused estate planning attorneys, ensuring you receive a professional estate plan.
Topics Covered
Beneficiaries
Who is going to get everything?
Method of Distribution
How will the beneficiaries get everything (ages, no restrictions, etc.)?
Trustee/Executor/
Power of Attorney
Who will make financial decisions for you if you cannot?
Health Care
Power of Attorney
Who will make health care decisions for you if you cannot?
Guardian (if necessary)
Who will have physical custody of minor children?
Estate Plan Cost
Trust-Based Plan
$1,750
Includes Living Trust and Financial/Healthcare POAs
Will-Based Plan
$1,000
Includes Will and Financial/Healthcare POAs
Powers Plan
$500
Includes Financial/Healthcare POAs
Deed for Real Estate
$250 per property
*Deed pricing may vary by state
Includes deeding home into Trust
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This Report does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation. Advisor is not a licensed attorney and legal advice is not part of any engagement for financial planning or estate planning services.
This communication may include forward looking statements. Specific forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts and include, without limitation, words such as “may,” “will,” “expects,” “believes,” “anticipates,” “plans,” “estimates,” “projects,” “targets,” “forecasts,” “seeks,” “could’” or the negative of such terms or other variations on such terms or comparable terminology. These statements are not guarantees of future performance and involve risks, uncertainties, assumptions and other factors that are difficult to predict and that could cause actual results to differ materially. EncorEstate Plans is an online estate planning service providing legal information to financial advisors and their clients. We are not a law firm and do not provide legal advice in the process of creating estate plan documents.