Estate Planning Services

Estate Planning is about leaving a legacy.

It's about protecting and providing for your family when you're no longer here.

Most people think that estate planning is only for the super wealthy. People with 100s of millions of dollars, tons of real estate and a huge family tree.

But the truth is estate planning is for everyone because everyone has an estate and likely has family or loved ones they want to be taken care of when they themselves are gone.

Proper estate planning can help you protect your family when you're gone, provide for your family when you're gone and can help make sure that the things you have (investments, real estate, retirement accounts) go to the people you want them to go to after you're gone.

Through utilizing Wealth.com, you can help your family get the foundation of their estate plan in place with essential estate planning documents.

*Didion Wealth Management and it's associates as well as LPL Financial are not attorneys and do not give legal advice. Estate Planning services are offered through Wealth.com and it's network of attorneys.You are under no obligation to use the services of Wealth.com, and may choose any qualified program to provide legal services.This entity and their services are not affiliated with LPL Financial and Didion Wealth Management.

Wills

Helping you establish your will or review an existing one.

Trusts

Whether you're looking at creating a new living trust*, or want to review an existing trust we can help.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Power of Attorney

A Power of Attorney is essential to your estate plan and we can help get this in place for you.

Health Care Directive

This is an often overlooked, but critical, document in an estate plan.

Have Questions? Schedule a Quick Phone Call