Estate Planning
Our Partnership with Wealth.com, brings you affordable, online estate planning
Wealth.com
(Wills, Trusts, POA's)
At Gregory Financial, we understand the importance of safeguarding your wealth and ensuring that your wishes are carried out after you’re gone. Through our partnership with Wealth.com, we are proud to offer Estate Planning Services for all our clients.
Wealth.com
Includes state-specific docs:
Last Will and Testament
HIPAA Authorization
Living Will
Power of Attorney
A Will may be the right choice for you if you have minor children, are married, own a home, and/or own less than $160,000 in assets.
With a Will, you can:
Name guardians for your children and pets
Designate where you'd like your assets distributed
Detail your funeral and burial arrangements
Will-Based Estate Plan
Wealth.com
Includes state-specific docs:
Revocable Living Trust
Schedule of Assets
Pour Over Will
HIPAA Authorization
Living Will
Power of Attorney
Certification of Trust
A Trust may be right for you if you own one or more properties, are expecting an inheritance, and/or have over $160,000 in assets.
With a Trust, you can do everything a Will can do, plus:
Name guardians for your children and pets
Avoid probate court
Have greater control over your asset distributions
Trust-Based Estate Plan
Estate Planning Steps
Appointment Prep
You will receive the Estate Planning Appointment Guide to complete, so you are prepared for the first appointment.
Data Input Appointment
We will ask you questions and guide you through creating the basis of your estate plan.
Document Creation
Your estate planning package will be delivered electronically to be reviewed, signed, and notarized. In unique situations, you may want to speak with an attorney, and we can coordinate that discussion through our partners at Wealth.com for an added fee.
Execution and Funding
We will work with you to make sure your estate plan is executed and properly funded.
Why Choose Gregory Financial for Estate Planning?
Through our partnership with Wealth.com we can help facilitate getting your documents completed in a timely fashion at an affordable low cost.
Proper estate planning provides peace of mind, knowing that your assets will be distributed according to your wishes and that your loved ones will be financially supported in the event of your passing. It also helps prevent family disputes and minimizes the risk of an unnecessarily complicated probate process.
Our Partnership with Wealth.com can help provide:
Expertise and Experience: Wealth.com's team consists of professionals with extensive knowledge in estate planning, tax law, and asset protection. We provide you with the most up-to-date strategies to ensure your estate plan is legally sound and tax-efficient.
Tailored Solutions: We take the time to understand your personal goals and financial situation, creating an estate plan that reflects your unique wishes.
Long-Term Support: Estate planning is an ongoing process, and we are here to help you adjust your plan as your life and the laws evolve. We offer continuous support to ensure your estate plan remains up-to-date and effective.
Let us help! Start Planning your legacy today.
Start Planning Your Legacy Today!
Estate planning is an essential step in securing your family’s future. Let us guide you through this critical process to give you the confidence that your estate is in good hands.
Ready to secure your future and protect your assets? Contact Gregory Financial today to schedule a consultation to get the process started.