top of page
Download Your Free Estate Planning Workbook Below
Welcome to Your Estate Plan, planning workbook!
A revocable living trust is meant to help you in organizing your affairs both during your lifetime and in the event of disability or death.
It provides important information for you, your family, and your successors.
It also provides legal authorization for when you become incapacitated.
In order to get Your Estate Plan in place, you will need to think about some tough questions such as:
Who will manage your assets and estate
Whom do you want to advocate for your medical wishes
Who would you want to be the guardian of your underaged children
Where do you want your wealth to go
and more. . .
This workbook helps you have those tough, but necessary discussions to make those difficult decisions.
bottom of page