It is a myth to think you only need an estate plan if you already have a high net worth, or you are elderly. Truth is, if you are over 18, you need a plan in place.
Legacy by Relevé Estate Plan
Don't wait until it's too late
Could you quickly draw up a list of your assets?
Do you know who would be named as the guardian for your children or yourself?
Have you named your beneficiaries? Do you even have life insurance?
Would your family be protected should something happen to you?
DON’T WAIT UNTIL IT’S TOO LATE.
Living Wellthy™ allows you to access spending freedom today while securing your tomorrow. Let us help you elevate your total life security today.
- Avoid probate and save your loved ones from unnecessary stress.
- Keep the peace between those left behind by having your wishes clearly outlined.
- Protect your family and prepare future generations to receive wealth.
READY TO SCHEDULE YOUR FREE CONSULTATION?
COMPREHENSIVE ESTATE PLAN
Protect your assets and your family
A comprehensive estate plan is the key to peace of mind today and protection for tomorrow. It will ensure your wishes will be heard in the event you cannot speak for yourself. Our team of experts will work with you to ensure the life you are building and your specific wishes are protected.
See all included components this special discounted offer below.
Save time and save money by working with our team
Sure you can write up your own plan, but should you?
Offered as one of our services through the Legacy by Relevé program, a comprehensive estate plan can provide you with the peace of mind your family will be protected when it matters most. Our experts will work with you to ensure you’ve got solid plans in place along with the support you deserve.
REVOCABLE LIVING TRUST
This will help you to keep your assets out of lengthy, expensive, and often litigious probate court and prevent vulnerable loved ones from receiving a windfall inheritance.
DECLARATION OF TRUST
An important step to ensure evidence of your intention to create the trust.
CERTIFICATION OF TRUST
An often overlooked legal document prepared to provide to banks and insurance company to name trust as beneficiary on death.
POUR-OVER WILL
A valuable safety device in place to protect beneficiaries by keeping assets that are not titled in trust out of probate court and naming guardians for minor children.
HEALTHCARE DIRECTIVE & HIPAA WAIVER
Documents created to designate an agent to ensure your medical wishes are upheld and to give named medical agent ability to consult with physicians about your care without violating privacy laws.
FINANCIAL POWER OF ATTORNEY
Authorization of a named agent to step in and maintain your finances in the event you become unconscious, incapacitated or experience memory loss.
INSTRUCTIONS FOR FINAL WISHES
Your wishes outlined to include cremation vs. burial, church service vs. celebration, any religious requests, spreading of ashes and other final wishes expressed and agent named to carry out intentions.
PERSONAL PROPERTY ASSIGNMENT
Specific listing of household goods, collectibles, small motor vehicles and family heirlooms and the designation of beneficiaries.
LEGAL INSTRUCTIONAL GUIDE
Guide provided to ensure all documents are properly executed, notarized and witnessed. That assets are titled correctly to avoid probate court, and beneficiaries on death are trust rather than a minor child to avoid windfall payout at a young age.