
Estate Planning & Trust Services
Estate Planning & Trust Services
We provide step-by-step guidance to help you create or update your estate plan. We provide easy-to-understand summaries and visuals.
Estate Documents Included:
โ Revocable Trust & Pour-Over Will ๐ฅ
โ Last Will & Testament ๐
โ Financial Power of Attorney ๐ณ
โ Advance Health Care Directive ๐ฅ
โ Guardianship Nominations ๐ถ
Benefits:
โ Attorney-reviewed, state-specific documents
โ Insights on taxes, inheritance, and family impact
โ Personalized reports & flowcharts
โ Support with organizing and understanding your wishes
Estate planning goes beyond managing assets; itโs about leaving a legacy representing your values and life story. Here is how we can support you and your family:
Family Mission Meetings ๐จโ๐ฉโ๐งโ๐ฆ
Our Family Mission Meeting is a simple way to bring your loved ones together for an open, comfortable conversation about your future plans. In this relaxed session, your family will meet our team, learn where to turn for guidance, and hear directly from you about your values and wishes. It is a chance to create clarity, ease, and connection now โ so your loved ones feel supported and confident later.
Trustee Toolbox ๐ ๏ธ
Our Trustee Toolbox is your familyโs financial playbook. We help you organize wills, trusts, important contacts, and instructions in one secure spotโmaking it simple for your loved ones and trustees to find what they need, when they need it. No hunting for paperwork or confusion down the road.
FAQ
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Estate planning creates a clear roadmap for what happens to your assets, your health care, and your loved ones if you are unable to make decisions or after you die. Even if your estate is small, this helps:
Prevent legal disputes and delays.
Minimize taxes and court costs.
Ensure your wishes and values are honored.
Make things easier for your loved ones at a difficult time.
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Yes. Everyone, regardless of wealth or health status, can benefit from a will. A will names who should receive your belongings and who will care for dependents. Without one, state law decides these matters.
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Will: Directs how your property is distributed and who will care for minor children after your death. Goes through probate court, which can be time-consuming.
Trust: Holds your assets for beneficiaries, managed by a trustee. Often avoids probate, offers privacy, and can take effect while you are alive or after death
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A trust helps when you want to:
Avoid probate for your loved ones
Provide ongoing management for beneficiaries (like children)
Maintain privacy and avoid public court records
Trusts are especially common when you have property in more than one state, a blended family, or want more control over how your assets are managed or distributed.
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If you die intestate (without a will or trust), your assets are distributed according to state law. The court decides who gets your possessions, who will care for your children, and none of your personal wishes or values are considered.
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Choose someone:
Trustworthy, responsible, and organized
Willing and able to serve (ask first!)
Comfortable handling financial and legal duties
Ideally, younger or close in age, so they are available when needed
Some people use a professional trustee or executor, especially for complex estates.
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Review your plan regularly and update after major life events.
Marriage or divorce
Birth/adoption of children or grandchildren
Death of a beneficiary or named decision maker
Significant changes in finances, assets, or state of residence
Keeping your documents current makes sure your wishes are always honored.
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Not having a plan at all
Forgetting to update beneficiary forms (like IRAs or life insurance) after major life changes
Choosing the wrong executor or trustee
Not communicating intentions to family members
Letting documents get outdated or lost
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Advance directives are legal documents (like a living will and health care proxy) that state your wishes for medical care if you cannot make decisions yourself.
Ensure your health care choices are respected
Avoid placing difficult decisions on family members
Name someone you trust to make medical decisions if needed
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Estate planning is not just for the wealthyโit is about giving yourself and your family peace of mind, control, and clarity for the future.
Make a list of your assets and accounts
Watch short videos or read educational materials to learn the basics.
Reflect on your wishes and values for health care, children, and finances
Choose trusted decision makers (executor, trustee, powers of attorney)
Meet with an estate planning attorney or give us a call! At Embrace Wealth Management, we can help you create or update your estate documents.