Estate Planning
You might think estate planning is only for the wealthy, but that’s a myth.
If you own a home or have any assets like bank or investment accounts, an estate plan is essential to ensure your assets go exactly where you want—without the stress, cost, or public exposure of probate.
Mindy can help you create a trust, wills, and financial and medical powers of attorney so you can take control of your legacy and protect your loved ones.
Schedule a free consult call to learn more about Mindy’s estate planning service.
FAQs
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Estate plans typically include a revocable living trust, last will and testament, financial power of attorney and advanced health care directive.
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The process is simple and convenient. You’ll schedule a virtual meeting with Mindy at a time that works for you (and your spouse, if applicable). In about an hour, you’ll work through the Wealth.com online platform which asks questions tailored to your personal and financial circumstances.
Once your customized documents are ready, Mindy will mail hard copies for you to sign with a notary and witnesses. After that, she’ll walk you through the final—and most important—step: transferring your assets into the trust.
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Attorneys often charge $4,000 to $5,000 or more for a basic estate plan—and that’s before they start billing by the hour for every question you ask.
Through her partnership with Wealth.com, Mindy offers a more affordable, flat-fee service that includes ongoing support.
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Great! But if it’s been a while—or if your life circumstances have changed (like a move or a change in beneficiaries)—your documents may be outdated or incomplete. Also, keep in mind: a will alone does not avoid probate.
Want to discuss your situation? Click the button below to schedule a free consultation call with Mindy.
Ready to create your estate plan? Click the button below to schedule your virtual meeting with Mindy.
Want more information about estate planning?
Fill out the form and Mindy will you email you more details.