Estate Planning Made Quick, Simple, and Easy
Get the peace of mind that comes with having your wishes in place - in under 90 minutes.
Most people assume estate planning means a drawn-out, expensive process with a lawyer's office and thousands of dollars in fees — so they put it off, sometimes indefinitely. Without a plan in place, your family doesn't get to skip that process. Everything you own typically goes through probate, a public court process that can take well over a year and cost thousands of dollars along the way, while a judge — not you — decides how things get handled. This isn't a rare outcome reserved for people without means. It's the default for most families who simply never got around to putting a plan in place.
Hiring a private estate attorney to draft a full plan from scratch can run into the thousands of dollars, and the process itself can feel intimidating enough that people never start. Jim and his team take a different approach. We walk you through a streamlined, guided process to build your trust package — a revocable living trust, a pour-over will, and both financial and healthcare powers of attorney — and then a licensed attorney reviews and signs off on everything before it's finalized. What you end up with is fully valid and attorney-reviewed, typically for less than $1,200 in about an hour of your time. One important note: neither Jim nor his team are attorneys. We're facilitators who understand this material well because it's directly relevant to helping our financial services clients — and every single plan still gets reviewed and signed off by a licensed attorney before anything is final.
This matters most for anyone with a spouse, kids, or family who depends on them — not just people nearing retirement. Jim or one of our team will walk you through exactly what's included, answer your questions along the way, and make sure you understand it fully before you decide on anything.
Let's get started on your peace of mind today.
Contact Us
1-833-684-4537
info@unitedretirement.us