Services

What is Estate Planning?

Estate planning is the process of organizing your assets, personal wishes, and responsibilities for the future. It ensures that your belongings and decisions are managed according to your preferences when you’re no longer able to make those decisions yourself.

A family planning together
Components

The Key Components of an Estate

It provides peace of mind by making sure your family knows exactly what you want and prevents potential conflicts or confusion during difficult times. The key components of an estate include:

1

Wills and Trusts

Documents that specify how your assets will be distributed.

2

Power of Attorney

Appoints someone to handle your financial or legal matters if needed.

3

Healthcare Directives

Ensure your medical treatment preferences are known.

Our Process

How Will This Work?

1

Gather Your Essentials

Start by collecting all your important documents like financial records, property deeds, and insurance policies to create a solid foundation for your estate plan.

2

Define Your Wishes

Decide how you want your assets distributed and who will care for any dependents; record your choices in a will or trust.

3

Make It Official

Work with us to create your Legacy Planner to legally document your wishes so that your plans are enforceable and clearly understood.

“I’ll be 55 in July and I’m mad at myself for waiting this long to make sure my kids are okay after I pass. Long gone the days of leaving it up to your family to figure it out. Death brings out the ugly in people. I know first hand. Tonight when I put my head down I can rest peacefully knowing my kids are taken care of… completely, thanks to the Now & Forever After Estate Legacy Planner.”
Client Testimonial
Pricing

Pricing Plans

We provide our clients with a simple, no fuss and enjoyable process to organize their vital documents to access NOW while creating an intentional plan to provide for your legacy in the FUTURE. We have 3 different options to make it affordable and accessible to everyone.

$109

Estate Legacy Planner

  • Includes group webinar access
  • Q&A session
  • Notifications of future sessions
  • Complimentary Legacy Planner binder
Get Started
Contact

Personal Consultation

  • Includes group webinar access
  • Q&A session
  • Notifications of future sessions
  • Complimentary Legacy Planner binder
Contact Us

Sales tax is included in the price shown.

“Life is unpredictable, and a clear, organized estate plan provides peace of mind when it matters most. Just like vision boarding, goal setting, and financial planning, estate planning is about intentionally creating the future you want.”

Let’s Get Started