Welcome to Estate Planning 101
Join the elite by creating a plan for yourself and your family that will actually work when you need it most.
Monthly Live Seminars on Estate Planning
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Learn. Save Time. Save Money. Avoid Ruin.
Roles in an Estate Plan
If you have a role in someone else's estate plan—as a Trustee, Successor Trustee, Personal Representative, Agent for Power of Attorney, Healthcare Agent, Guardian, or Temporary Guardian/First Responder—you need to review this Guide.
Access the GuideThe Basics of Estate Planning—Common Questions
How much do I have to have in assets before I need to do estate planning?
How much is the government going to take in estate taxes if I don't have a plan in place?
I just need a will, right?
What is the difference between a will and a trust?
Click the button to learn more about how a Legacy Design Session can help you get started on your estate plan or, if you're ready to move forward, go ahead and schedule your Legacy Design Session below.
