Giving Through Wills & Trusts
We can assist your estate planning professional with specific language to avoid potential complications when it is time to make distributions from your estate.
Gift a specific dollar amount from your estate.
Gift a specific percentage of your estate.
Gift a specific asset from your estate.
We want to ensure your personal intentions are properly carried out.
Learn about our free will preparation services and estate planning documents through our partnership with Free Will. It’s 100% free to you, and most people finish in 20 minutes or less.