Broker Check

Estate Planning - Wills and Trusts

Secure your family's future with an estate plan.

Get 15% off an estate plan

We partnered with Trust & Will to provide you with an easy and affordable way to create an estate plan online. Trust & Will is the leader in online estate planning and has helped nearly one million families secure their legacies. Together, we’re on a mission to help families protect the future and gain peace of mind.

Will-Based Estate Plan

$199 Retail

You receive an exclusive 15% discount

A plan for what should happen to your assets, how you’d like to be cared for when you need it, and who will look after your children.

  • Nominate trusted guardians for children and pets
  • Determine how assets will be distributed
  • Designate health care agents and specisfy what happens in a medical emergency

Get Started on your Will

Trust-Based Estate Plan

$499 Retail


You receive an exclusive 15% discount

The most comprehensive and complete way to protect your assets and loved ones. Get all of the coverage of a Will plus more.


  • Add conditions to how assets will be distributed
  • Create a revocable living trust
  • Avoid probate court
     
Get started on your Trust