Simplify Estate Planning

Your life will change and your estate plan should keep up.

That’s why when you complete a Trust Estate Plan with us, we offer lifetime amendments to your Trust at no additional cost.

Let’s build a plan that grows with you!

We will resume normal business hours on Tuesday, May 26th.

Estate Planning gives you peace of mind now, and provides clarity for the future. Let us simplify the process for you!
➡️ Contact us today at https://www.simplifyestate.com/

Is your home protected from probate? Call us today to discuss your options! 📞 888.474.1230

We will resume normal business hours on Monday, April 6th.

Dust off your estate plan! Now is a good time to review and confirm your documents reflect your life today. Need to make updates? Contact us!

Choosing a guardian requires thoughtful conversation and proper legal documentation. It’s not just a discussion, it needs to be written into your estate plan.

If you have minor children and haven’t formally named a guardian, this is your reminder to start the conversation!

Beneficiary designations on your bank accounts, life insurance policies, and investments, override your estate plan. Routinely reviewing them and updating when necessary, is one of of the simplest ways to ensure your wishes are carried out.

We will resume normal business hours on Tuesday, February 17th.