to secure your family's future
ESTATE PLANNING ASSISTANCE
If you are age 18 or older, having basic estate planning documents in place is very important to protect you and your loved ones from court involvement if you become incapacitated.
“Jane was respectful, patient and thorough. I wanted to have my estate plan done within a limited time and Jane made that happen, cheerfully and efficiently….She gave me homework with reasonable time frames and that kept me moving without undue stress.” Ceil S.
There is an efficient and affordable way to create your basic documents, including a:
Which Plan Is Right For You?
“I tried (to complete the documents) on my own at first and got fairly far, but in the end, Jane’s help was absolutely necessary to get it right.” Mike C.
Most people do not know what kind of estate plan they need. You either need a “will” or a “trust” package. If you’re not sure, this free assessment will help you discover whether a will or a trust is more appropriate for you.
TAKE OUR FREE ASSESSMENT