Helping You Create A Legacy That Lasts
Wills and trusts are essential estate planning tools that ensure your assets are distributed according to your wishes after you pass away. A will outlines your instructions for distributing assets, while a trust can offer more flexibility and control over how and when your assets are distributed, even during your lifetime.
At 888ESTPLAN, we help families create personalized wills and trusts that reflect their unique goals and protect their loved ones. Whether you need a straightforward will or a more complex trust structure, our team simplifies the process, offering clear guidance and peace of mind. By planning now, you can ensure your legacy is secure and your family is cared for long after you're gone.
Creating Clear, Effective Wills and Trusts
Customized Wills
We draft wills that clearly outline your wishes for asset distribution, guardianship for minors, and other important matters.
Living Trusts
A living trust allows you to manage your assets during your lifetime and can help avoid probate, ensuring a smooth transition for your family.
Healthcare Directives
We prepare advance directives and powers of attorney to ensure your healthcare and financial decisions are managed according to your wishes if you become unable to make those decisions yourself.
Tax Efficiency
We structure your estate plan to minimize estate taxes and protect more of your wealth for your beneficiaries.
Regular Updates
Life changes, and so should your estate plan. We offer regular reviews and updates to ensure your wills and trusts remain up-to-date and aligned with your current goals.
How 888ESTPLAN Can Help
Our team at 888ESTPLAN specializes in creating personalized wills and trusts that protect your assets and provide clarity for your family. We guide you through the estate planning process with compassion and expertise, ensuring your wishes are carried out exactly as you intend.
We’ll help you:
- Understand your goals and recommend the best solutions for your family.
- Draft and tailor your will or trust to reflect your specific needs.
- Transfer assets into the trust and provide ongoing guidance for managing it effectively.
What’s the difference between a will and a trust?
A will directs how your assets are distributed after your death, while a trust allows you to control the distribution of assets during your lifetime and can help avoid probate.
Do I need both a will and a trust?
Not everyone needs both. A trust can provide more control, but a will may be sufficient for simpler estates. We can help you determine what’s best for your situation.
How often should I update my will or trust?
It’s recommended to review your estate plan every 3-5 years or after any major life changes, such as marriage, divorce, the birth of a child, or significant financial shifts.
Can a will or trust help reduce taxes?
Yes, certain estate planning strategies can help reduce estate taxes and ensure more of your assets go to your beneficiaries. We’ll guide you through tax-efficient options.