Will-Based Estate Plan
$600 per individual, or $875 for couples
This package encompasses personalized estate planning documents tailored to your needs, facilitating the nomination of guardians for your children, detailing your assets, and establishing protocols for medical emergencies. This comprehensive solution allows you to have peace of mind, knowing that all aspects of your affairs are well-organized and in order.
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Manage and store your documents with your annual membership
Have questions about starting your Trust?
Complimentary instant upload of your estate plan
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First year of membership included ($20/year thereafter)
Documents
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Last Will and Testament
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Medical Power of Attorney
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Durable Financial Power of Attorney
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HIPAA Authorization
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Healthcare Directive
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Remembrance and Memorandum
A last will and testament provides clear instructions on the distribution of your assets, ensuring your family is taken care of according to your wishes. It helps avoid disputes and simplifies the legal process during a difficult time.
Benefits
Appoint guardians for your children
Determine the individual responsible for managing your affairs
Allocate specific gifts, such as money, possessions, and property
Decide on the distribution of your assets
Prevent certain individuals from inheriting your property
Outline your final wishes and arrangements
Record any unique or special requests
Specify the course of action in the event of a medical emergency
Designate healthcare agents for decision-making
Provide trusted individuals with access to your medical record
Frequently Asked Questions
What's the typical timeframe?
Most individuals finish their Trust-based Estate Plan in approximately 25 minutes, while a Will-based Estate Plan takes about 10 minutes.
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Is this within the bounds of the law?
Absolutely, all our Estate Plans are lawyer-crafted and personalized by you. They are legally sound, tailored to your state's requirements, and designed to cater to your unique circumstances.
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What should I do after losing someone I love?
Facing the loss of a loved one is undeniably challenging, and we're here to assist you. Your initial course of action should involve acquiring the necessary legal documentation of the passing and informing relevant individuals. To simplify this process, we've prepared a Checklist for you.
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How safe is my information?
Your information is safeguarded. At the Shedrick Life and Financial Agency, we employ bank-level security measures to encrypt and protect your personal data. Our commitment to security is unwavering.
Disclosure: Shedrick Life Financial Agency LLC provides estate planning tools and is not a substitute for legal advice. Please consult with a qualified attorney to address specific legal issues related to your estate planning needs. We do not offer refunds or accept chargebacks for any plans once they are created and paid for.
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