Determine Your Legacy Planning Options
Last Will & Testament
The most common first step is to name a guardian for your minor children and ensure your wishes are fulfilled after your passing.
Name your proxy and outline your medical wishes for when you can no longer make them known.
Financial Power of Attorney
Put your financial decisions in the hands of someone you trust if you cannot make those decisions for yourself.
Revocable Living Trust
Help your loved ones distribute your assets according to your wishes while maintaining your family's privacy.
Guiding you every step of the way