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Your life. Your family. Your choices.
You’ve built a life worth protecting.
Make sure the people you love know what happens next. A guided, attorney-reviewed estate plan for your family, property, and wishes.
No legal knowledge needed to begin.
Keep the important decisions yours.
Without a plan, important decisions may be left to legal procedures and people you didn’t choose.
What you’ve built.
Decide how your home and other assets are managed and passed on.
Who can act for you.
Choose trusted people to handle financial and medical decisions.
Who you’ll protect.
Leave clear instructions for the people who will carry out your wishes.
One coordinated estate plan
One trust. A complete plan around it.
The foundation
Your Revocable Living Trust
Instructions for managing and passing on trust assets. Yours to amend or revoke while you have capacity.
Nine supporting benefits
Pour-Over Will
Direct assets left outside your trust into it, through probate when required.
Financial Power of Attorney
Choose who can handle your financial affairs.
Health Care Surrogate
Choose who can make medical decisions on your behalf.
Living Will
Document your end-of-life treatment preferences.
HIPAA Authorization
Give designated people access to relevant medical information.
Property / Business Assignment
Help transfer appropriate assets into your trust, subject to ownership and transfer requirements.
Trust Funding Letters
Simplify coordination with financial institutions as you fund your trust.
Beneficiary Protection Review
Identify whether additional trust protections may be appropriate.
Advanced trust provisions are separately scoped if recommended.
Digital Vault Access
Keep your estate planning documents accessible in one place.
Proposed one-year access is subject to final package confirmation.
Final scope and fees are confirmed before engagement. Advanced trust provisions and the proposed one-year vault term are subject to confirmation. Proper funding and signing are required.
A simple first step.
A carefully prepared plan.
Start with the free assessment, not a stack of paperwork. We’ll guide you through what comes next.
- 01
A few questions.
Tell us about your family and assets. See your personalized recommendation.
- 02
A clear next step.
Review your proposed scope and fees, then complete your engagement and remaining details.
- 03
Attorney review.
Your documents are personally reviewed by a licensed attorney before finalization.
- 04
Your plan, delivered.
Receive digital documents with signing and trust-funding instructions.
Personally reviewed by K. Alan Becker, Esq., Florida Bar No. 1010342. Legal services provided by The Succession Firm under a separate engagement, subject to eligibility and a conflict check.
You don’t need all the answers to begin.
The decisions are yours.
We’ll help put them in writing.
You don’t have to know what your family needs before you begin. That’s what the assessment is for.