Documents are important. A plan that works is the goal.Â
Do I Need a Will or a Trust?
A will or trust is only one part of estate planning. Your plan also needs to account for how your assets are owned, who can act for you during incapacity, how the people you trust will find the information they need, and how the plan will stay aligned with your life.
Your Plan May Address:Â
-
Wills and Revocable Living Trusts
-
Financial Powers of Attorney
-
Healthcare Directives and Medical Decision-Making
-
Planning for Incapacity
-
Beneficiary and Asset-Coordination Considerations
-
Instructions for Children and Other Dependents
-
Planning for Pets, Unmarried Partners, or Chosen Family
-
Guidance on Organizing Important Legal and Financial Information
​
The Wildroot Estate Planning Difference
The process is designed to help you understand your choices before you sign anything. Instead of starting with forms, we begin with your family, your assets, your concerns, and what you want your plan to accomplish.
Our first step after your 15-minute Discovery Call is to schedule a Life and Legacy Planning Session to explore your situation and your goals, and provide you with the education you need to make an empowered decision about your planning.Â
A Plan Designed To Grow With YouÂ
Life changes. Families grow, relationships shift, assets change, and the people you once named may no longer be the right people to serve. Wildroot’s relationship-centered approach makes ongoing review part of the conversation, rather than treating estate planning as a one-time transaction.
​
All planning packages include a complimentary plan review every 3-years to provide ongoing support for when things inevitably change.Â
