Estate Planning Services
Simplify the process of protecting your assets and the ones you love..
Guardianship.
Wills and Trusts.
Power of Attorney.
Healthcare Directives.
Planning for the future can be overwhelming.
But lacking a clear, easy-to-follow plan will make life so much harder than it needs to be.
We’re here to help you create a clear roadmap that takes both the mystery and the fear out of the process. Because you deserve the right estate plan and the confidence that you know how to use it.
At Wilson Legal, You'll Find A Team Of Experts You Can Rely On.
We'll Help You Create A Plan That Fits Your Needs.
Clear communication & responsive support.
Pre-booked and reserved appointments for on-time completion.
Education on how to use your plan.
Equip Your Loved Ones With The Tools They Need To Carry Out Your Wishes With Minimal Stress.
Rest Easy Knowing Your Future Is Secure.
The right estate plan will give you the peace of mind you need.
Will-Based Plans
for Individuals & Families
This foundational plan covers the essentials.
- Ensure your assets will go to the people and organizations that matter most to you.
- Choose how you want to be remembered.
- Secure the tools to make the probate process easier.
- Get the right person in the right seat for health and financial decisions.
Included in this plan:
- Guardianship for underage children.
- Lifetime trust for beneficiaries.
- Beneficiary appointments and special gifts.
- Identification of the right people to serve as agents and executors.
- Financial power of attorney and health directive.
Trust-Based Plans
for Individuals & Families
This proactive plan gives you maximum control over your future.
- Ensure your loved ones avoid the headache of probate.
- Maintain control over how and when your assets are distributed when the time comes.
- Identify who you want to give your assets to. Distributed to them the way you want when you want.
- Equip and empower those you trust to protect the people you love most
Included in this plan:
- All offerings in Will-Based Plans, plus...
- Out-of-state asset management.
- Comprehensive plans to ensure control over every detail.
- Roles and responsibilities assigned to the right people.
- Backup trust protector empowered to replace the assigned trustee as needed.
- Instructions for multi-generational distributions.
Trust-Based
Plans for Ultra-High
Net Worth
Individuals & Business Owners
This plan ensures the life and legacy you have built will be sustained and carried into the future.
- Build and maintain your legacy with intention and confidence so you can retire by design.
- Ensure business transitions go smoothly.
- Double your Estate Tax Exemption.
- Leverage creative planning to avoid taxes.
- Accomplish your long-term personal and professional goals.
- Take care of your spouse and other loved ones.
Included in this plan:
- All offerings in Trust-Based Plans, plus...
- Business succession plan.
- Team creation to maintain the plan.
- Partnership agreement.
- Giving strategy.
- Survivor and Credit Shelter Trusts
- Buy-sell agreements.
- Additional trusts to reduce or eliminate taxes.