Estate Planning Coordination | Wills, Trusts & Beneficiaries
Protect Your Family with Simple, Smart Estate Planning
Align wills, trusts, and beneficiaries so assets go where you intend.
Value:
- Beneficiary reviews for accounts & policies
- Will/trust coordination to avoid probate hassles
- Guardianship planning for kids
- Protect inheritances from divorce/creditors
- Clear next steps and referrals when needed
Estate Planning Made Simple
Answer these quick questions to find out if you need an estate plan:
- Do you have a child(ren) or grandchild(ren)? Y / N
- Do you have any qualified taxable accounts? (IRA, 401k, 403B, etc.) Y / N
- Do you have a checking or savings account, money market, or CDs? Y / N
- Are you using just beneficiary designations on your accounts? Y / N
- Do you own property? Y / N
- Would you like to help your family by avoiding probate? Y / N
- Do you want to protect your loved ones' inheritance from lawsuits, divorce, or bankruptcy? Y / N
If you answered YES to any of the above, it’s time to take action!
FAQ
Q1: Isn’t estate planning only for the wealthy?
A: No. If you have children, property, or a bank account—you need a plan.
Q2: Do beneficiary forms replace a will?
A: They work together. We make sure accounts, policies, and documents align.
Q3: Can you set up my trust?
A: I coordinate insurance/beneficiaries and connect you with trusted legal partners for documents.
