Our Products and Plans

If probate is not your concern, either due to the size of your estate or how you hold your assets, then this is for you.

If the total value of your asset is higher than about $166,000, you may face probate. A simple trust will help avoid probate and save your heirs from substantial financial and emotional stress.

A simple trust will help avoid probate and save your heirs from substantial financial and emotional stress.

If your bank requires a to produce your Certification of Trust to transfer accounts to trust, this will help.

This document gives power of attorney to your agents for your non-trust financial matters even when you become incapacited.

Name a loved one to carry out your healthcare wishes if you are unable to.

Whether you are gifting your property through a trust or directly to a love, your quitclaim deed will help.