Through our partnership with Wealth.com, you’ll be delivered a high caliber estate plan with state-optimized legal documents in an efficient and cost-effective manner.

This includes:

• Revocable Trust & Pour Over Will

• Last Will & Testament

• Financial Power of Attorney

• Advance Health Care Directive

• Guardianship Nominations

• Detailed Estate Summary

• Future updates and amendments

This process is appropriate for the vast majority of estate plans.

If you have a young and growing family and want to provide for your children in a responsible manner (spacing out distributions over time), this is for you.

If you have put off doing your estate plan for years because of cost, logistics in meeting with an attorney, or a simple lack of desire to talk about the inevitable, we’re here for you.

We can also handle situations where you may have a special needs child or a child who is not financially responsible.

However, if you are disinheriting children, feel like you have heirs that will litigate after your death, or have extremely unusual beneficiary needs, we may refer you to one of our local estate planning attorneys for these specific needs.

We’re happy to talk with you about these scenarios so you can make the best possible choice for your family.

1) Beneficiaries – Who is going to get everything?

2) Method of Distribution – How will the beneficiaries get everything (ages, no restrictions, etc.)?

3) Trustee/Executor/Power of Attorney – Who will make financial decisions for you if you cannot?

4) Health Care POA – Who will make health care decisions for you if you cannot?

5) Guardian (if necessary) – Who will have physical custody of minor children?

Core Planning does not practice law. We facilitate the creation of your estate plan through our partnership with Wealth.com.

Their national team of attorneys leveraging technology create the state-specific documents your family needs.

If you have previously completed an estate plan, we can review your existing documents and provide a full and clear overview to see if it is up to date.

If things have changed, we can facilitate new documents for you while using your existing trust name and date (this prevents having to re-register assets already in the trust).