Estate Planning

Protect What Matters Most: Secure Your Family’s Future with a Basic Estate Plan

If your family is like most we work with, you’re focused on building a life filled with security, growth, and happiness for your loved ones. But have you considered how a few foundational steps today can provide a solid safety net for tomorrow?

Through our partnership with Wealth.com, built by industry experts and attorneys in trust and estate law, personal financial management and data security, we make it easy to create a customized estate plan that’s both comprehensive and affordable. Think of this as the financial peace of mind you’ve been seeking—one that ensures your family is protected no matter what.

Why an Estate Plan Matters

Life is full of unexpected turns, and planning for the “what-ifs” is a smart way to secure your family’s well-being. With a basic estate plan, you can:

Safeguard Your Children’s Future: Designate guardianship for your minor children, ensuring they’ll be cared for by those you trust.
Protect Your Assets: Define how your assets are managed and distributed, giving you control over your financial legacy.
Healthcare Decisions: Create directives that allow your loved ones to make informed healthcare choices on your behalf.
Minimize Legal Hassles: With a clear plan, your family may avoid the complex legal processes that often arise in times of need.

Seamless, Step-by-Step Guidance

Our partnership with Wealth.com allows us to provide a straightforward, user-friendly process to help you set up essential documents, including:

•Wills and Trusts: Create the right foundation to manage and protect your assets.

•Power of Attorney: Ensure decisions on finances and health are managed by trusted individuals.

•Living Wills and Healthcare Directives: Communicate your medical preferences for added peace of mind.

Start Your Estate Plan Today

Creating a basic estate plan is an empowering choice that ensures your family’s future is in safe hands. And with Wealth.com’s intuitive, tech-driven tools, setting up this plan is faster and simpler than ever. Start now to give your family the gift of security and to prepare for the unexpected—your loved ones will thank you.

Let’s Take the First Step Together

Reach out today to begin creating your estate plan with the guidance and resources that fit your family’s needs. Together, we’ll protect what you’ve built and secure your family’s future.

Get Started

Click the button below to request access. Once received by our office, we will send you a private invitation to the Wealth.com estate planning platform.

PrePlanning Resources

Wealth.com Overview One-Pager

An overview of the most comprehensive estate planning solution, provided to you at no cost.

Planning Worksheet
Couples

This is intended for clients planning with his/her significant other,

regardless of relationship status.

Planning Worksheet
Individual

This is intended for someone who is planning on his/her own, regardless of relationship status.

DISCLOSURE

Claridence Wealth provides access to Wealth.com, an online estate planning platform, as a value-added service to our clients. This platform is designed to assist with estate planning needs; however, it does not replace professional legal advice. Claridence Wealth does not provide legal advice. We strongly recommend that clients consult with a qualified legal professional, including those available through Wealth.com, for personalized advice and to address specific legal concerns.

LPL Financial and Claridence Wealth are not affiliated with Wealth.com