We don’t give legal advice; we coordinate the moving parts so your legal team can implement efficiently and correctly.
No Worry Retirement
Wills & Trusts
Wills and trusts set the rules; our job is making sure assets follow them. We partner with your attorney and create a practical checklist to fund and maintain the plan.
Key Points
- Attorney‑drafted documents
- Clear roles for guardians/trustees
- Trust funding checklist
- Provisions for unique needs
- Annual maintenance
Our Process
- Attorney Engagement
- Design Review
- Funding
- Annual Check‑In
Can you draft my will or trust?
No. We coordinate; your attorney drafts and finalizes.
Out‑of‑state documents?
We review with your Indiana attorney to confirm validity and update as needed.