What We Offer
We offer a streamlined, guided approach to foundational estate planning. Our service includes:
- A tailored Last Will & Testament that reflects your wishes and priorities.
- Financial Power of Attorney, granting trusted decision-making authority if needed.
- Advance Health Care Directive (or equivalent in your jurisdiction) to ensure your voice is heard.
- If applicable: a Revocable Trust (or similar tool) and a “pour-over will” to simplify management of your assets.
- A one-on-one session with one of our experienced team members, who guides you through the platform/tools and helps tailor your plan.
- Signing support: in-office notarised signing (or remote notarisation if you prefer) and printed copies of your documents.
- Ongoing maintenance: access to our online platform for one year (or other timeframe you set) so you can update your plan as life changes.
Our Process: Clear, Efficient, Personalized
Prepare
You complete our Estate Planning Questionnaire to gather essential details.
Consult
We meet via video or in-office to review your situation and finalize your plan.
Sign
We arrange your notarized signing session and deliver your documents.
Maintain
You’ll have access to update or adapt your plan over the next year as your life evolves.
Why We Partnered with Wealth.com
Trusted Process
We use industry-leading technology and legal support to offer a modern approach to estate planning.
Client-Centred
You stay in control. We provide the guidance, you make the decisions.
Transparent Pricing
No hidden fees—just a clear flat-fee (or whatever your pricing model) for the foundational service.
Focus on Simplicity & Clarity
We’re here to make the process understandable, not burdensome.
Trust & Will is not affiliated with or endorsed by LPL Financial. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
