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Create Your Estate Plan

Sometimes it’s because a person is young, single and has no dependents.

Other times they’re newly married, with hardly a cent to their name. Even couples with multiple kids and assets often skip out on this act of love because it feels overwhelming. Gathering your paperwork and putting your affairs in order can seem like an unnecessary, difficult, and sometimes morbid task. We are on a mission to remind you that the hassle of preparing for your death is worth your time. If your legacy begins when you leave, don’t you want it to be as peaceful a transition as possible?

Nobody gets out of here alive!

While we don’t like to think about our own mortality, we love our families and we need to do the right thing by them. Having a plan in place is one of the best ways to say “I love you” to your family.

Dave Ramsey

Features

Answers to Complicated Questions

We will walk you through the process and answer all those “what ifs” you have.

Highly Competent Team

We combine our experience in estate planning with our tax knowledge and the legal expertise of our team attorney to make sure your wishes are communicated to your family.

Creating More Than Just a Will

As part of the legacy package, we prepare a property list, a living will, durable powers of attorney, and trust documents as necessary.

Benefits of Intentional Estate Planning

ClearPath Advisors - control
Control

Be intentional by having an actual plan in place and love your family well.

ClearPath Advisors Focus
Focus

Instead of putting off your estate planning, focus on putting your wishes in place today and gain peace of mind by knowing you are doing the right thing, by helping ease the burden on those left behind.

Estate Planning Rates

We provide one estate plan review session per year at no charge.

Revocable Trust: $2400+

Note: The above ranges are estimates; actual fees will be dependent on your specific situation.

See our full list of fees Learn more about our investment in getting to know you.