Estate Planning Services
Plans That Fit Your Life, Family, and Career
Whether you're planning for yourself, with a partner, or in a professional role, our estate planning services are designed to support your unique needs. From Individual to Married and Professional Estate Services, we make it easy to protect what matters most—now and for the future.
Married Estate Services
Protect Your Family. Build Peace of Mind Together.
When you're planning with a partner, making joint decisions about your future is essential. Our Married Estate Services guide couples through important steps like shared wills, guardianship planning for children, and property distribution. We simplify the process so you can focus on what matters most—your family’s future security.
1. Plan jointly for your family’s financial future
Create a unified plan that reflects your shared goals and protects your loved ones.
2. Set up shared wills, trusts, and guardianship plans
Ensure your children, home, and finances are covered in one simple step.
3. Protect jointly owned property and assets
Safeguard what you've built together, including real estate, investments, and savings.
4. Update and manage your plan as your life evolves
Whether you're moving, growing your family, or retiring—your plan grows with you.
Individual Estate Services
Plan with Confidence. Protect What Matters.
Whether you're single, divorced, or widowed, it's never too early to secure your legacy. Our Individual Estate Services help you organize key documents, outline your wishes, and ensure your assets are protected and distributed according to your plan. From healthcare directives to beneficiary designations, we make the process simple, secure, and stress-free.
Create a personalized will and healthcare directive
Make your wishes known and legally secure with simple planning tools designed just for you.
Maintain privacy and control over your personal decisions
Only the people you trust will have access to your plans and documents.
Organize critical documents in one secure place
Keep everything from IDs to insurance papers safely stored and easy to access.
Ensure your wishes are clearly outlined and legally protected
Prevent confusion and make sure your loved ones know exactly what to do.
Professional Estate Services
For Those Who Serve, A Plan that Serves You.
If you're in law enforcement, fire service, EMS, or any public safety profession, your life comes with unique risks—and responsibilities. Our Professional Estate Services are built with that in mind, helping you prepare for the unexpected while protecting your family and your legacy. Get guidance on everything from service-specific considerations to secure document storage, all in one place.
1. Designed for first responders and public safety professionals
Built with your unique risks and responsibilities in mind for real-world readiness.
2. Includes service-specific forms and emergency planning tools
From emergency contacts to insurance benefits—we’ve got you covered.
3. Ensure your family is protected if the unexpected happens
Give your loved ones peace of mind with clear instructions and support.
4. Easy, secure access to documents for your trusted contacts
Allow access to your plan when it's needed most—no guesswork, no stress.