Who should have an Estate Plan?

We think everyone should have an Estate Plan! We make it easy and affordable to choose a plan that's best for your needs.

Estate planning is for everyone, not just the wealthy and elderly population (Contrary to popular belief.) Life is often unpredictable - Having an Estate Plan in place provides peace of mind for you, and your loved ones.


Why have an Estate Plan?

The fundamental purposes of estate planning relate to the decisions that apply to nearly everyone, regardless of wealth or assets. Many of these are critical decisions that should be made by everyone, regardless of your financial status or age.

You can choose what you need:

  • Direct the disposition of assets after your death. This includes leaving gifts to show your love, affection, or support to certain individuals and charities.
  • Nominate Guardians for your children and/or pets.
  • Name the individuals to represent you if you are unable to do so yourself.
  • Create a Trust to bypass probate and transfer assets during life and after death.

Learn more about the options and decide what's best for you by comparing our products.

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