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Simplified Estate Planning

Find peace of mind with our

easy-to-use products.

Effortless Estate Planning

Covering all estate planning needs, including:

1

Create your Trust

Maximize the benefits of a Will and spare your loved ones the burden of probate. Directly assign your assets-like property, cash, and retirement accounts—while avoiding probate costs.

Click learn more to view including documents

2

Create your Will

A comprehensive strategy outlining the distribution of your assets, your desired care arrangements for future needs, and the designated guardians for your children.

Click learn more to view including documents

3

Create your POA

A Power of Attorney (POA) is a legal document granting an individual the authority to represent another person, encompassing a wide range of responsibilities and actions.

Click learn more to view including documents

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.

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Integrity Statement: At Shedrick Life & Financial Agency, integrity is everything. We hold ourselves to the highest ethical standards, with zero tolerance for any behavior that falls short of that.

National Producer Number: 21250754

Licensed States: Virginia, Texas, South Dakota, South Carolina, North Carolina, Georgia, Florida,
Maryland, New Jersey, Michigan and New Mexico

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Tel: (757) 927-9106

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