The 5 Pillars of an Essential Estate Plan

Protect what you’ve built. Provide for who you love. Prevent the chaos.

If you’ve built $250,000 or more in assets, you’ve already done the hard part.

Now it’s time to make sure it doesn’t fall into the wrong hands… get chewed up by probate… or leave your loved ones in a legal nightmare when you’re gone.

Enter: the 5 Pillars of an Essential Estate Plan.

No fluff. No $10,000 attorney invoices.

Just smart structure, done once — and built to last.

The 5 Pillars You Need (Not 20 Things You Don’t):
 

Living Trust

So your family stays out of court, and your wishes stay private.

Last Will & Testament

Because you don’t want a judge guessing what you wanted.

Healthcare Power of Attorney

So your loved ones can make your decisions, not guess.

Financial Power of Attorney

So the bills get paid, the lights stay on, and chaos is avoided.

Properly Titled Deeds

Because the house needs to transfer smoothly… not get stuck for 9 months in probate.

What We Need to Start:

Not a pile of documents. Not a law degree.

Just a 20-minute conversation and a willingness to protect your legacy.

You bring:

  • Names of key people (beneficiaries, guardians, POAs)
  • A rough list of your assets
  • Your vision for how you want it all to flow

We take it from there.

What the Process Feels Like (Start to Finish)

Step 1: We listen — no sales pitch, no pressure.

Step 2: You say, “Let’s do this.”

Step 3: We handle the design, documents, and details.

Step 4: You sign, store, and sleep like a baby knowing it’s done.

Step 5: Need to update something? We’re here.

Why High-Net-Worth Families Do This Now (Not Later)

  • Avoid probate (and keep courts out of your family’s business)
  • Lock in control over everything you’ve built
  • Prevent fighting, drama, and confusion
  • Save tens of thousands in legal fees, taxes, and time
  • Pass on your values — not just your valuables
father and daughters sitting on home deck

 


Ready to See How It Works for You?

This is estate planning for people who actually care.

It’s fast. It’s simple. It’s built to serve your family when it matters most.

Book a Trust Call