Estate Planning
Protect your assets, your family, your wishes.
An easy and affordable way to make sure your assets, your family, and your wishes are protected. Powered by our partnership with Trust & Will.
Most people know they need an estate plan. Most people don't have one. The process feels complicated, expensive, and easy to put off. We've made it simple. Through our partnership with Trust & Will — the leader in online estate planning — you can create a comprehensive estate plan from home.
It's not just about what happens after you're gone.
Protect Your Family
Make sure your loved ones are taken care of and your assets go where you intend them to.
Avoid Complications
Without a plan, state laws decide how your assets are distributed. That's rarely what anyone wants.
Make Your Wishes Clear
Healthcare directives and powers of attorney ensure your preferences are honored if you're unable to speak for yourself.
Two options through Trust & Will.
Both completed online.
Will-Based Plan
- Last Will & Testament
- HIPAA Authorization
- Advance Healthcare Directive (Living Will)
- Power of Attorney
Trust-Based Plan
- Revocable Living Trust
- Schedule of Assets
- Last Will & Testament
- HIPAA Authorization
- Advance Healthcare Directive
- Power of Attorney
- Certification of Trust
A quick look at what each document does for you.
Last Will & Testament
Specifies how your assets are distributed, names guardians for minor children, and designates an executor to carry out your wishes.
Revocable Living Trust
Allows your assets to pass to your beneficiaries without going through probate. Can be updated at any time during your lifetime. Provides privacy and typically speeds up the transfer process.
Power of Attorney
Designates someone you trust to make financial and legal decisions on your behalf if you become unable to do so.
Advance Healthcare Directive
Also known as a living will. Documents your healthcare preferences and designates someone to make medical decisions for you if you're unable to communicate them yourself.
HIPAA Authorization
Grants specific individuals access to your medical records, ensuring the people who need to make decisions for you have the information they need.
Trust & Will is the leader in online estate planning, having helped nearly one million families secure their legacies. As a Momentum Wealth Planning client, you have access to their platform with our guidance throughout the process.
Not sure which plan is right for you?
We're happy to walk you through it.
Schedule a Conversation →