ESTATE PLANNING

Comprehensive Estate Planning Services for Your Family’s Future

Black couple Canva

What Is Estate Planning!

Estate planning is the process of organizing and arranging how your assets, such as property, money, and possessions, will be managed and distributed after your death or if you become incapacitated. It typically involves creating legal documents like Wills, Trusts, Powers of Attorney, and medical directives to ensure your wishes are followed.

Estate planning helps avoid legal complications, minimize taxes, and provides for your loved ones in a clear and efficient manner. It also includes appointing guardians for minors and making healthcare decisions in advance.

The Importance of Estate Planning

Having an estate plan in place not only ensures your assets are distributed according to your wishes but also provides protection for your loved ones in difficult times. Key elements like a Revocable Living Trust or Will help streamline the process and prevent your family from going through the lengthy and costly probate process.

Additionally, estate planning addresses critical components like medical directives and power of attorney, ensuring that your healthcare and financial decisions are carried out in line with your preferences.

By taking these steps now, you not only safeguard your legacy but also give your loved one’s peace of mind, knowing that every aspect of your estate is handled according to your wishes, without unnecessary legal hurdles. It’s a way to protect both your assets and your family’s future, giving you confidence and clarity for the road ahead.

At Wade Benefit Services, we understand the importance of protecting your legacy, and we can help you create a personalized plan that meets your unique needs.

Legal pic Canva

WBS Estate Planning Services Includes:

  • Revocable Living Trust: A Revocable Living Trust allows you to avoid probate and control how your assets are distributed.
  • Wills: A will helps ensure your assets are distributed according to your wishes.
  • Power of Attorney: This legal document lets you appoint someone to manage your finances and medical decisions if you are unable to do so yourself.
  • Living Will: Ensure that your medical care reflects your wishes with a living will, providing clarity to loved ones and healthcare providers.
  • HIPAA Authorization: Authorize your family members to access your medical information when needed.
  • Quitclaim Deed: Easily transfer property ownership with a Quitclaim Deed, an essential step in funding your trust and ensuring your assets are protected.

 

 

With our estate planning services, you’ll enjoy a variety of benefits, including:

  • Access to Attorney Consultation: We offer the option to consult with a specialized attorney for complex estate planning needs, ensuring you receive expert legal advice at an additional cost.
  • Included Notary Services: We provide notary services as part of our estate planning package, streamlining the process and saving you time.
  • Retirement and Financial Expertise: As a retirement specialist and financial advisor, we bring a comprehensive understanding of how estate planning fits into your overall financial strategy, though we are not attorneys.

 

These features ensure that you receive both financial and legal support, tailored to your unique estate planning needs.

 

Why Choose Us!

Wade Benefit Services is dedicated to a personalized and invested approach to estate planning. We understand the crucial importance of not only setting up your Trust correctly but also ensuring it is sufficiently funded.

 

What Our Clients Are Saying:

Wade Benefit Services made setting up my trust simple and stress-free. I now feel confident knowing my family’s future is secure.

Theresa H.

Their guidance was invaluable in helping us understand the importance of estate planning. The process was easy, and now we have peace of mind.

Patricia & Victoria H.

Secure Your Family’s Future Today!

Reach out to Wade Benefit Services to arrange a consultation and discover more about our estate planning offerings. With our assistance, you can be assured that you are taking steps towards a secure future.

Protected by Security by CleanTalk