Pass On
Estate Planning.
Many people think you need to be rich to have an estate plan. In reality, estate planning can work for everyone.
The Framework
What is an estate plan?
Together, we create a financial plan to help you (and your family) reach your goals. An estate plan helps protect what you built when you’re gone.
It helps to think of it in five parts.
Give
- 01Who gets your assets?
- 02How will those assets be given?
Protect
- 03Who will make your healthcare decisions?
- 04Who will make your financial decisions?
- 05Who will care for your children?
Why It Matters
Why do you need an estate plan?
Control
- Don’t let the wrong person make important decisions.
- You can make the important decisions now.
Privacy
- When you die, your will goes through probate, and your assets become public record.
- A trust keeps your assets private in some states.
Peace of mind
- Accidents happen all the time.
- Make sure you and your loved ones are protected.
The Documents
What goes into an estate plan?
Will
The legal document that specifies what you want to happen to your assets when you die.
Trust
You name a successor trustee who will handle your assets when you die.
Medical Directive
This is someone who will make decisions for you if you’re in a coma or incapacitated.
Power of Attorney
You don’t just need someone making medical decisions, you also need someone to sign the checks.
The Process
How it comes together.
Everything is designed to optimize tax planning at a high level, and to work alongside your financial plan.
Enter Data
Takes 20–30 minutes. You simply fill out information.
Review Documents
The ~80-page packet comes with a guide, so you don’t have to parse legalese.
Sign & Notarize
Transferring titles, getting things notarized, these are what make your plan official.
Pricing
How much does an estate plan cost?
Trust-Based Plan
$1,990
A complete trust-based estate plan, prepared with you and ready to sign and notarize.
Peace of Mind
An estate plan can help you achieve peace of mind.
- 01
Freedom
To make big decisions for yourself, and to choose who makes them if you can’t.
- 02
Future
Ensure what we’re working for lasts for the long term.
- 03
Family
Make sure your kids have guardians you trust. Leave a legacy for your loved ones.
Disclaimer
We are not a law firm and our employees are not acting as your attorney. The information contained in the Site is general legal information and should not be construed as legal advice to be applied to any specific factual situation. If you are unsure whether your particular situation requires that a document be changed, you should consult a lawyer. Any use of the Site DOES NOT create or constitute a solicitor-client relationship between We Financial Impact or any employee of or other person associated with We Financial Impact and a user of the Site. As the law differs in each legal jurisdiction and may be interpreted or applied differently depending on your location or situation, the information or use of documents on the Site is not a substitute for the advice of a lawyer.
Ready?
Ready for your Estate Plan?
This service is available for estates valued at less than $10 million, or $20 million for a couple.
Schedule your free session below.
We Financial Impact · hello@impact.wefinancial.com