We partner with Elite Estate Documents to streamline wills and trusts. While attorneys finalize the language, we handle the document process, coordinate with your legal team, and make sure assets are titled correctly once the trust is complete.
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, coordinated through us
- Guidance for guardians/trustees and successor roles
- Trust funding and titling support
- Provisions tailored to your family’s needs
- Annual reviews and ongoing maintenance
Our Process
- Consultation & Attorney Engagement
- Document Handling with Elite Estate Documents
- Titling & Beneficiary Guidance
- Annual Check-Ins and Updates
