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AFFORDABLE SOLUTIONS TO YOUR FAMILY’S
ESTATE PLANNING NEEDS 

(*Note: There are two key questions you should ask before hiring a professional.  They are answered below; please scroll down.)

Planning is part of everyday life. You plan meals, carpools, school and work schedules, summer vacations and family reunions. But, have you planned for what would happen to your loved ones if you were no longer there to care for them? Wouldn’t it be wonderful to let your heart rest at ease, knowing you have done the right thing to protect your family, knowing everything is in place?

You may have already been thinking about putting in place an estate plan. On the one hand you may have delayed because you couldn’t afford the high attorney fees. On the other hand, you don’t like the idea of the do it yourself online forms. That is where we are here to help. Many documents can be prepared without an attorney, and we are licensed and bonded specialists who can prepare the documents in a timely and cost-efficient manner.

You have worked hard your whole life. Look around and take stock of what you have earned to show for your hard work. Do you have any of the following?

  • A home?
  • A vacation home or rental property?
  • Cars and Recreational Vehicles?
  • Life Insurance?
  • Investments like stocks, bonds and mutual funds?
  • Bank Accounts?

If you are a homeowner with any of these other assets, you need a trust.

Overall benefits of a Living Trust:

  • Living Trusts save your heirs from the hardship and heart-break of the time-consuming probate process.
  • Living Trusts support the setting aside of funds for minor children.
  • Can include a Pour-Over Will to cover assets and gifts not included in the Trust.
  • Can be amended to respond to changes as your family changes.
  • Living Trusts can help to avoid or reduce certain estate taxes.
  • Assets and estate plans remain confidential.

Question 1:  You may ask, but why set up a Trust NOW? Go to our Services page for the answer.

Question 2:  Why is Eagle Planning different? From all of our research, we are the only License and Bonded Legal Document Assistant corporation that provides an Attorney Certification with each package.
EPG
"Bill's talents and abilities in organizing our family trust helped us in protecting assets and personal property, thus giving us peace of mind." - Karen B. Trabuco Canyon