Estate Planning

Smart Estate Planning... Made Simple

Need a Will or Trust to create an Estate Plan?

Thoughtful Advisors refers estate planning no-cost “do it yourself” services from www.freewill.com for:

  1. Wills
  2. Trusts
  3. Financial Power of Attorney
  4. Medical Power of Attorney
  5. and other related documents

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.

What services are available?

Freewill.com helps you provide 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? 

I’m interested!  Now what?

Contact us or go to www.freewill.com to get started!

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