For Financial needs contact 731-535-0261 TO LEARN MORE!
For marketing plans & other needs contact 731.358.5868
For Financial needs contact 731-535-0261 TO LEARN MORE!
For marketing plans & other needs contact 731.358.5868

We’re excited to share that you can now set up your wills, trusts, and estate plans directly through our in-house partner, Legacy Lock! Click below to explore your options and see how we can help. Contact our team anytime with questions or to get started.
The Last Will and Testament included in your document set is better described as a "Pour-Over Will". It is used in conjunction with a Revocable Living Trust and its primary function is to convey everything you have forgotten to fund into the trust prior to your death (hence "pour-over").
A Comprehensive Estate Plan has a Revocable Living Trust at its core. A trust allows you to maintain control over your assets during your life and pass them on exactly as you wish. A Trust can save your family thousands in probate costs and fees, protect your beneficiaries, and in some situations help maximize tax savings.
We combined a team of technology experts with Expert Estate Planning attorneys to create a new technology to bring Comprehensive Estate Plans to everyone. Thousands of hours went into creation of these documents and the software platform to make it so easy, anyone can do it.
Fill out this quick information form and we will get back to you at the soonest possible date so we can get started!
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