You're Just One Step Away From Peace of Mind

What is happening in your life that prompted you to explore estate planning today? *

I'm starting a family or have young children.

I've recently purchased a home or other significant asset.

I'm planning for retirement.

I'm concerned about what happens if I become ill.

A friend or family member had a bad experience without a plan.

Just doing my research.

Every day without a will puts your family at risk of state-determined asset distribution

Do you currently have any estate planning documents in place, such as a Will or a Trust? *

Critical Reality Check: Americans Are Dangerously Unprepared Only 31% of Americans have a will, while 55% have no estate planning documents whatsoever. This means that more than 180 million American adults are leaving their families completely vulnerable and unprotected.

Quick Guide: Will vs Trust

Think of it like this: Both are ways to give your stuff to your family when you're gone, but they work very differently.

What's a Will?

A Will is like writing a letter that says "When I die, give my house to my daughter and my car to my son."

The catch: After you pass away, a judge has to read your letter out loud in court (called "probate") to make sure it's real. This takes time (sometimes years!) and costs money. Plus, everyone can see what you owned and who got what.

What's a Trust?

A Trust is like creating your own private family vault while you're still alive. You put your stuff in the vault, and you write rules about who gets what and when.

The benefits: No judge needed! No waiting! No public announcements! Your family just follows your rules privately.

To help us understand if a Trust is a relevant option for you, could you provide an estimate of your household's total net worth? *(This includes real estate, savings, investments, retirement accounts, etc., minus debts like mortgages or loans)

"85% of successful business owners have outdated estate plans" - FORBES

🎉 You're Just One Step Away From Peace of Mind

Congratulations! You've taken the first important step that 68% of Americans never take - exploring how to protect your family's future.

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