Estate Planning

Need an Estate Plan?

Thoughtful Advisors is proud to offer a professional service where we coordinate information that helps provide you with an estate plan including:

1. Revocable Trust
2. Pour-Over Will
3. Financial Power of Attorney
4. Medical Power of Attorney
5. and other related documents

in a time efficient and very cost effective manner.  Your estate plan is then prepared and reviewed in two business days by leading industry professionals (estate planners/attorneys) to give you a professional estate plan.

Already have an Estate Plan?  NO PROBLEM!

Even if you have completed an estate plan, our service can review your existing documents and provide a list of follow up questions to see if it is up to date.  If a number of things have changed, this service can provide brand new documents for you while using your existing trust name and date (prevents having to re-register assets already in the trust).

Who can use this service?

We estimate approximately 75% of estate plans are appropriate for this service.  However, if you are:

• disinheriting children
• concerned you have heirs that will litigate after your death
• or have extremely unusual beneficiary needs

this service is NOT for you.  We refer these cases to our local estate planning attorney partners who specialize in these situations.

If you are married and/or have a family and want to provide for your children in a responsible manner with guardianship and spacing out distributions over time, this service is for you.

If you have put off estate planning because of cost, logistics in meeting with an attorney, or a simple lack of desire to talk about the inevitable, this service is for you.

Our service can handle special needs for child or someone who is not financially responsible.

What information do you provide?

Our service will need the following answers to five major questions:

1. Beneficiaries – Who is going to get everything?
2. Method of Distribution – How are the beneficiaries going to get everything (ages, no restrictions, etc.)?
3. Trustee/Executor/Power of Attorney – Who will make financial decisions for you if you cannot?
4. Health Care – Who will make health care decisions for you if you cannot? and
5. Guardian – Who will have physical custody of minor children? 

We have sample answers and ways of thinking in our Introduction to Estate Planning document that we are happy to provide.

I’m interested!  Now what?

Contact us and we’ll provide everything you need to make a decision or to get started!