Estate Planning
Give Your Loved Ones Peace of Mind — Now and for the Future
Making a will or trust is one of the most loving things you can do for your family. It ensures your wishes are respected, your loved ones are cared for, and your legacy is preserved—no matter what the future brings.
Why Estate Planning Matters
Many people believe estate planning is only for the wealthy or something to put off for later. In reality, a well-crafted plan is essential for anyone who wants to:
- Decide who will receive their assets, from treasured keepsakes to retirement accounts.
- Appoint trusted people to make financial and healthcare decisions if they become unable to do so.
- Name guardians for children or pets.
- Minimize taxes and avoid unnecessary legal costs.
- Prevent family disputes and confusion.
- Support favorite charities or causes.
Without a plan, state laws—not you—will determine what happens to your estate. Estate planning gives you a voice and protects your loved ones from unnecessary stress and uncertainty.
At MoneyWorks Group, we make the process simple, personal, and supportive, so you can feel confident every step of the way.
Simple, Secure, and Supportive
We get to understand you and your wishes
We start by listening to your goals, your family situation, and what matters most to you. No two families are alike, and your plan should reflect your unique story.
We design a plan that works for you
We help you inventory your assets, name your beneficiaries and trusted decision-makers, and draft the right legal documents for your needs. We explain options in plain language and guide each decision.
We implement and maintain your plan
Your life and needs may change. We keep your plan up to date so it always reflects your current wishes and circumstances.
Begin your plan with clear next steps
Tackle your estate plan in manageable steps. Here’s a simple roadmap:
Inventory your assets: List everything you own using the Wealth Dashboard.
Create your plan: Decide who should receive your assets and who you trust to make decisions for you.
Name your people: Use the guided Wealth.com process to complete your documents at your own pace.
Store and share securely: Keep your plan safe in the Wealth Vault and grant access to trusted family members or advisors.
Update as life changes: Make changes anytime, so your plan always reflects your current wishes.
What Our Clients Say
I always thought estate planning was only for the wealthy, but this made it so easy and affordable. Now I know my family will be taken care of, and I feel such peace of mind.
Having everything organized and stored in one place is a huge relief. I wish I’d done this sooner.