As you approach retirement, you’re at a point in your life where you’ve accumulated substantial assets. These are your life’s savings, and it took years of work and effort to now own the things you value. Some day you wish to pass on valuables to your heirs, donate to charity or your church or synagogue, gift something to a close friend, or any number of dispersals. How do you do this? What will happen if you haven’t prepared your documents correctly? Will not preparing properly cost you more?
Why Now?
It’s not always easy to talk about estate planning, but it is vital. Not just for financial and emotional peace of mind, but because protecting your family is the ultimate gift. Don’t leave these important decisions to the government. Start your estate plan today.
7 Reasons to Have an Estate Plan
1. None of us know what tomorrow will bring
2. Identifies who oversees your finances if you’re sick or disabled
3. Identifies who makes medical decisions for you if you’re sick or disabled
4. Ensures your wishes are fulfilled after death
5. Minimizes and/or eliminates the costly and time-consuming probate process
6. Establishes guardianship for minor children
7. Provides peace of mind and reduces stress on your family
Common Myths of Estate Planning
Myth: It won’t affect me while I’m alive
Myth: It’s strictly for older people
Myth: It’s complex and expensive
Myth: It requires constant maintenance
Myth: It’s only for the wealthy
Estate Guru
Estate planning should be simple, convenient, and affordable.
Our online solution, paired with a nationwide network of attorneys, means you’ll get the highest quality documents at a fraction of the cost.
We guide you every step of the way, working with the attorney to create a secure estate plan to protect you and your loved ones.
CREATE
Create, execute, and fund your estate plan specific to your needs
SHARE
Track and share documents with those you name in your estate plan
MAINTAIN
Helping you know how and when to amend your estate plan as life circumstances change
SETTLE
Helping ensure your wishes are accurately carried out when the time comes
Rather than hiring expensive lawyers to create your documents, or trying to muddle through the tedious task yourself, Estate Guru asks you simple questions to which you already know the answer. From there, the attorney can help you create high quality documents that ensure that your wishes are accurately carried out. Create the secure documents you need to protect you, your assets, and your loved ones.
We’re with you no matter what life throws your way. When you sign up with Estate Guru, you are building a lifelong relationship, one where we guide you through the process of changes in life both big and small.
What You’ll Get
Based on your unique circumstances, your attorney will recommend either a Will Package or a Trust Package.
Will Package Includes:
• Last Will and Testament
• Financial Power of Attorney
• Healthcare Power of Attorney
• Living Will/Advanced Directive
• Attorney Assigned to File
• Cloud Storing and Sharing
• 100% Money Back Guarantee
Revocable Living Trust Package Includes:
• Revocable Living Trust
• Certification of Trust
• Pour-over Wills
• Financial Power of Attorney(s)
• Healthcare Power of Attorney(s)
• Living Will/Advanced Directive(s)
• Attorney Assigned to File
• Cloud Storing and Sharing
• 100% Money Back Guarantee
Make sure you leave a loving legacy.
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