Retiree

If you are retired, creating an estate plan is imperative to a secure future for you and your family. Who will manage your bills and medical decisions if you cannot? Who will settle your estate?
What are your hopes for your heirs and beneficiaries?

What a trust and estate plan can do for you:

  • Keep your children and family out of court

    *A will is not enough to avoid probate court proceedings after you pass.

  • Protect your life savings and investments

  • Minimize taxes on your assets

  • Pass on your values to future generations

  • Reach your philanthropic goals

  • Avoid family conflict

While estate planning may seem daunting, we have developed an easy, step-by-step process to help you create a legally binding plan for yourself and your family.

To find out how much court costs would be if you pass away without a comprehensive estate plan, use our probate calculator