Estate Planning Services
Change your family tree and leave a legacy you can be proud of
Whether you know it or not, you already have an estate plan.
If you haven’t done one yourself, the government has one for you. Many people find that they don’t like the government’s estate plan for them, so they want to set one up for themselves.
Everyone needs an estate plan, not just the wealthy. At Confidence Financial, we are not estate planning attorneys, but we can help you put together simple wills and trusts through an online network of attorneys who use advisors to provide this service to their clients. There are some limitations to this process, but for most simple estates, it is a great, affordable option.
And discuss the different
estate planning options you have, after which we will schedule an appointment to walk through your estate plan.
We start with an introductory appointment to evaluate your situation
Once your plan is completed, it will need to be notarized to be effective. And it’s always a good idea to review your estate plan annually and keep it up to date.
This system is not right for everyone. For those who are looking for more sophistication in their estate plan, we can refer you to fantastic, local attorneys who can help you with your situation.
In addition, if you are looking for a professional trustee to manage your estate, we do offer fiduciary services. This is a great option if you’re looking for a trustee with a strong background in financial management and growth. Please reach out for more information.
*None of this should be taken as legal advice. Confidence Financial is not authorized to give legal advice, but will be able to explain estate-planning options that may be suitable for your situation. If you are looking for specific legal advice, please reach out to an attorney.