Estate Planning
Secure Your Legacy with a Modern Estate Plan
At EF Financial, we believe financial planning isn’t complete without a clear, legally sound estate plan. Protecting your assets and ensuring your wishes are honored are a critical part of your financial future. That’s why we’re excited to offer a seamless estate planning solution through our partnership with Wealth.com.
Why Estate Planning Matters
Estate planning isn’t just for the ultra-wealthy, it’s for anyone who wants to ensure their wealth, property, and wishes are handled properly. Without an estate plan:
- Your assets could be tied up in probate, leading to delays and unnecessary costs.
- Your family may face legal and financial complications when managing your estate.
- Important healthcare and guardianship decisions could be left to the courts instead of your chosen representatives.
A Smarter Way to Plan Your Future
Through our partnership with Wealth.com, we now provide clients with a secure estate planning platform designed to make creating and maintaining an estate plan simpler, accessible, and more affordable.
- Create a will, trust, power of attorney, and other key documents in minutes.
- Seamlessly integrate your estate plan with your financial plan for a complete picture.
- Easily update your plan as life changes, ensuring it always reflects your wishes.
- Share securely with your family and trusted advisors.
Let's Get Started
Estate planning is a critical part of protecting your wealth and your family’s future. As your trusted advisor, we are here to help make the process simple, secure, and stress-free. Get started today by scheduling a conversation with us.
Durable Power of Attorney
A legal designation that grants a trusted agent the authority to manage your financial and legal affairs if you become incapacitated.
Revocable Living Trust
An amendable trust that holds your assets during your lifetime and transfers them directly to beneficiaries after death, helping to bypass public and costly probate.
Last Will and Testament
A legal document that dictates how your property and assets are distributed after you die, names an executor to manage the estate, and designates guardians for minor children.
Advance Health Care Directives
Documents, including a health care proxy and living will, that outline your medical preferences and appoint someone to make health care decisions for you if you cannot speak for yourself.
Wealth.com is not a law firm and is not practicing law. Every user's situation is unique. When making decisions about what estate planning feature is right for a user, note that a technology platform such as wealth.com uses generalized explanations and examples to educate you. To have these legal principles applied to a user's circumstances, consult with a licensed attorney.
LPL offers access to third party vendors that enable clients to create self-guided legal documents. Wealth.com is not affiliated with or endorsed by LPL Financial. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.