Estate Planning Made Simple

Your future, your choice—three tailored paths to secure your legacy.

Planning for the future doesn’t have to be overwhelming. We understand that everyone's needs and resources are different, which is why we've designed three simple and effective options for your estate planning journey.

Whether you prefer the expert guidance of a trusted attorney, the convenience of professional document preparation, or the affordability of a DIY solution, we’ve got you covered.

Explore each option below and choose the path that’s right for you.

Let’s make estate planning one less thing to worry about, so you can focus on what truly matters—living your life to the fullest!

Trusted Local Attorneys

Looking for expert guidance? We'll connect you with experienced estate planning attorneys we've personally worked with and trust.

Why Choose This Option?:

Personalized legal advice tailored to your unique situation.

How It Works:

Simple complete the attached request, and we'll provide the connections.

Estate Planning Attorney Referral

Some of the benefits of working with an attorney for estate planning include:

Personalized Guidance: Attorneys tailor estate plans to your unique needs, ensuring that your wishes are clearly documented and legally enforceable. Whether you're safeguarding sentimental assets or navigating complex family dynamics, a custom plan provides peace of mind.

Legal Expertise: Estate planning laws are intricate and vary by state. Attorneys ensure your documents meet all legal requirements, reducing the risk of disputes, errors, or invalidation later on.

Comprehensive Protection: Beyond drafting wills and trusts, attorneys address other critical components like healthcare directives and powers of attorney, providing a holistic approach to securing your future.

Working with an attorney simplifies the process and offers confidence that every detail is addressed.

Professional Document Preparation

Working with a document preparation firm allows you to benefit from expert guidance without the high costs of hiring an attorney.

These firms specialize in estate planning documents, ensuring quality and compliance at a fraction of the cost.

Why Choose This Option

Ideal for those who want professional help without the full cost of hiring an attorney.

How It Works

I have partnered with Premier Estate Planning to assist our clients with document preparation. The processes is simple we'll refer you to the document preparation experts, and you'll receive your discount!

Document Preparation Referral

Here are some of the benefits of working with an estate planning document preparation firm:

Cost-Effective Professional Support: Working with a document preparation firm allows you to benefit from expert guidance without the high costs of hiring an attorney. Premiere Estate Planning specializes in estate planning documents, ensuring quality and compliance at a fraction of the cost.

Streamlined Process: Document preparation firms simplify the estate planning process by guiding you step-by-step. They ensure that your documents are clear, well-organized, and formatted correctly for your needs.

Accessibility and Flexibility: Many firms offer remote or online services, allowing you to complete the process conveniently from home. This flexibility makes it easier to fit estate planning into your busy schedule.

By choosing a document preparation firm, you strike a balance between affordability and professional quality.

Ready to simplify your estate planning journey? Let our trusted document preparation partners provide you with professional, affordable, and flexible solutions.

Estate Planning Tools

Estate Planning Workbook

An essential guide you can use to help prepare for Estate Planning decisions, appointments and meetings. Use this guide to help gather all of your important information and documents in preparation for making Estate Planning decisions.

Download Your Workbook Today!

When the Sun Begins to Set.

A comprehensive journal for you to complete. Use this journal to capture all of the important details required to carry out your final wishes along with the information that your loved ones will need know in case of medical emergencies.

Get Your Guide Today!

Do It Yourself

Do it yourself (DIY) estate planning is the most budget-friendly option, offering a way to secure your legacy without high costs.

It’s perfect for those who want to save money while still creating effective documents.

Why Choose This Option

Quick, affordable, and entirely online.

How It Works

Follow the link and complete the questionnaire—it’s that simple!

Do It Yourself

Some of the benefits of Do it yourself estate planning document preparation:

Affordability: DIY estate planning is often the most cost-effective option available. By handling the process yourself, you save on the fees associated with hiring professionals while still achieving your planning goals.

Convenience: DIY solutions, like online tools or questionnaires, offer simplicity and flexibility. You can complete your estate planning at your own pace, from the comfort of your home, without needing in-person appointments or extensive scheduling.

Empowerment: Taking charge of your own estate planning can be empowering. It allows you to be directly involved in creating a plan that reflects your wishes, while using accessible tools that guide you through the process step-by-step.

DIY estate planning combines affordability with ease, making it an excellent choice for those seeking a straightforward approach to securing their future.

How to Get Started

No matter which option you choose, we're here to help you

Step 1: Explore the options above.
Step 2: Select the one that fits your needs.
Step 3: Let us handle the rest!

Attorney Referral

Personal referrals to experienced attorney's we have worked with and respect.

Document Preparation

All of the benefits of working with a professional at a more affordable cost.

Do It Yourself

DIY estate planning your most cost-effective solution to Estate Planning.

Frequently Asked Questions

What is estate planning, and why is it important?

Estate planning ensures your assets are distributed according to your wishes and helps protect your loved ones. It can also include healthcare directives and powers of attorney to guide important decisions.

Which of the three options is right for me?

Tier 1 is ideal if you want expert legal advice from trusted attorneys.

Tier 2 works great for affordable, professional document preparation with added savings.

Tier 3 is perfect if you prefer a budget-friendly DIY approach with helpful tools.

How does the attorney referral process work?

We’ll connect you with vetted local estate planning attorneys we trust. Once referred, they’ll guide you through the process and provide personalized advice tailored to your situation.

What is included in the document preparation service?

Premier Estate Planning document preparation firm specializes in estate planning and offers professionally prepared documents, such as wills and trusts. Plus, with our referral, you’ll receive a $500 discount on their comprehensive trust package.

Is the DIY option secure and valid?

Absolutely! The DIY option uses a simple online questionnaire to guide you through the estate planning process. It’s designed to help you create valid, legally sound documents while saving time and money.

Can I switch to another option if I change my mind?

Of course! We’re here to make the process flexible and stress-free. If you’d like to explore a different option, just let us know, and we’ll guide you accordingly.

An estate plan can help you control the transfer of wealth, fulfill your philanthropic goals and minimize taxes.

As a Notary Trust Delivery Agents, I will guide you through your estate planning signings. Whether the trust documents are purchased online (DIY) or created by an attorney, I have undergone additional specific training to assist the public and estate planning professionals.

Specializing in skillfully presenting and execution of trust documents to meet all your notary needs. Serving both the general public and estate planning professionals.

DISCLAIMER:

D. Shephard Notary is not an attorney or accountant. We do not offer legal advice, discuss legal strategies, answer questions of a legal nature, select forms for the consumer, or appear in court on the consumer's behalf.

All information received from clients is strictly confidential. Our office take every step possible to protect your privacy.

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