Wills & Trusts
Protect Your Wishes, Provide for Your Loved Ones
Estate planning is about more than just passing on money or property. It’s about making sure your wishes are honored, your loved ones are protected, and your legacy is preserved—no matter what life brings.
Why create a Will or Trust?
Many people put off estate planning, thinking it’s too complicated, expensive, or only for the wealthy.
The truth is, a will or trust is important for everyone, regardless of your stage of life or the size of your estate. With the right guidance and a modern digital platform, the process is simpler and more affordable than ever.
What Does an Estate Plan Cover?
- Decide who receives your assets—from your home and savings to treasured keepsakes.
- Name guardians for children or pets—so you know they’ll be in trusted hands if you can’t be there.
- Appoint someone to manage your finances if you become unable to do so yourself.
- Nominate a healthcare decision-maker—someone you trust to speak for you if you can’t communicate your wishes.
- Support causes that matter to you with charitable gifts.
- Avoid family disputes by making your intentions clear.
- Minimize court delays and expenses by keeping your affairs organized and, where possible, out of probate.
Simple, Secure, and Supportive
MoneyWorks Group makes estate planning easy and accessible with our proprietary leading digital estate planning platform. As a client, you receive automatic, unlimited access to our estate planning platform at no extra cost (a $5,000 value).
Here’s how it works
Five simple steps to move from uncertainty to clarity and confidence.
Connect
Schedule your intro call so we can learn about your goals, timeline, and concerns.
Understand
We clarify your current picture—income needs, risks, healthcare, taxes, and legacy priorities.
Imagine
We model “what-ifs” and stress-test scenarios to align your plan with your ideal retirement lifestyle.
Create
We recommend safety-first strategies and products that expand spending power and reduce fees.
Maintain
We implement, monitor, and adjust—keeping you informed with clear, transparent updates.
What’s Included?
Depending on your needs, your estate plan can include:
Last Will & Testament
Names your executor and spells out your wishes for your assets and beneficiaries.
Revocable Trust & Pour-Over Will
Helps avoid probate and ensures your assets are managed and distributed according to your wishes.
Guardianship Nominations
Lets you recommend who should care for your children or pets if you’re unable to.
Advance Health Care Directive
Appoints someone to make healthcare choices for you if you can’t speak for yourself.
Financial Power of Attorney
Authorizes someone you trust to handle your finances if you’re unable to.
Common Questions & Misconceptions
Straight answers to help you move forward with confidence.
“I don’t have a lot of money—do I really need this?”
“I’m uncomfortable talking about these things.”
“Isn’t it too complicated or expensive?”
Begin your plan with clear next steps
Follow these simple steps to create—and keep—an effective estate plan.
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 a guided process to complete your documents at your own pace.
Store and share securely:
Keep your plan safe in a Digital 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.