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Estate planning

Estate planning is not just about death and dying, it is about protecting yourself and your family. Estate plan ensures your assets are distributed according to your wishes upon your death and protects your wealth and health care during your lifetime

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You have an estate. It's up to you whether or not your estate is protected. With proper planning you can avoid probate, secure your family's financial security, and manage your assets for future generations.

Stop procrastinating

Plan ahead and have peace of mind. This is one of the most thoughtful and considerate things you can do for yourself and for your loved ones. It is better to be 5 years too early than 5 minutes too late!

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Do I need it

You need an estate planning if you answer 'no' to any below questions:

  • Are you comfortable with the state deciding what happens to you and your most important possessions?

  • Should something happen to you, have you specified who will take care of your children?

  • Do you want your children to control their inheritance when they turn 18?

  • Did you know when your children turn 18, you no longer have access to medical records or influence over their medical decisions unless they provide legal documentation?

  • If something happens to you, do you know who will make healthcare and life decisions for you?

  • Have you completed a HIPAA form so select members of your family (including your spouse) will have access to your medical info?

  • Have you or loved ones completed an Advance Directive/Living Will to acknowledge your intentions about life support?

  • Should you become incapacitated, have you identified who will handle your financial and legal affairs?

  • Have you specified how your estate will be distributed?

  • Do you want your family going through a lengthy, public process known as probate at the time of your death?

How much does it cost

Traditional attorney fees to establish a living trust vary from $2000 to $5000. Once you established it, you need to maintain it: a simple change or addition to a trust will cost you at least 1-2 hrs of attorney time at $200 per hour. 

Thanks to technology, it does not have to be expensive anymore. At Wallio we partnered with best in class technology driven estate planner and you can do it all for a flat $500 fee. Ongoing changes, additions, and modifications are all you can eat at $8/month subscription. For a price of one change in traditional trust, you can get 2 years of unlimited changes. Isn't it incredible!

What will I get

A revolutionary platform that helps to quickly and affordably create estate plans, using expert technology awarded by the American Bar Association as "Best delivery of online legal services in the industry". State-of-the-art software with attorney know-how to eliminate the hassle and expense of a lawyer for a fraction of the costs!

  1. Last Will & Testament

  2. Revocable Living Trust

  3. Financial Power of Attorney

  4. Health Care Directives

  5. HIPAA Authorization

  6. Name a Guardian for minor children

  7. Proper Beneficiary designations on your financial accounts

  8. Life insurance policies and funeral/final expense plans

  9. Business succession plan

  10. Secure storage and access to essential documents

Plan ahead and have peace of mind.

This is one of the most thoughtful and considerate things you can do for yourself and for your loved ones.