Estate Planning, Simplified

Take the First Step:
Complete a Quick Legacy Assessment

Get Started
Agent Name

Secure your legacy with
guidance from the experts

As your trusted financial professional, I’m pleased to offer estate planning support through LegacyLock™: A smart, secure, and simple way to make sure your loved ones are protected, no matter what life brings.
Image

What Is LegacyLock™?

LegacyLock™ is a digital estate planning solution that helps you create and safely store essential documents – including wills, powers of attorney, healthcare directives and more – in just minutes. It’s quick, easy, and legally valid in all 50 states.
Image

Why Estate Planning Matters:

Without a plan in place, your family could face unnecessary stress, delays, and costly court proceedings. Estate planning isn’t just for the wealthy; it’s for anyone who wants to leave their affairs in order.
Image

Benefits of Choosing LegacyLock™ + Agent Name:

  • Easy-to-use online platform
  • Free or discounted pricing through my agency
  • Guidance from someone you know and trust
  • Built-in security and peace of mind
  • Personalized support every step of the way

What’s Included?

  • Revocable Living Trust
  • Certificate of Trust
  • Last Will and Testament
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will and Advanced Directive
  • Customized trust funding and more

Take the First Step:
Complete a Quick Legacy Assessment

Answer a few simple questions here to find out which estate planning documents may be right for you. Once completed, you can schedule a personal, no-obligation call with me to walk through your results and explore your options.

    Fill out the form below to get started with your assessment.

    Fields marked with * are required.

    1. What stage are you at in your estate planning journey?


    2. Would you like to ensure your loved ones avoid probate court and have easy access to your wishes and accounts?

    3. Do you own property and/or have more than $100k in assets that you plan to transfer to your heirs?


    4. Do you currently have a will or trust in place?


    5. Do you have children or dependents under the age of 18?


    6. Who would you want to make healthcare or financial decisions for you if you were unable to?


    Indicate "Yes" or "No" for each of the following statements as they apply to you.

    7. I would prefer to have my affairs be handled privately and not made public record.


    Indicate "Yes" or "No" for each of the following statements as they apply to you.

    8. I have assurance my current plan will provide for privacy, protect my estate, and allow me to transfer wealth effectively to my heirs.


    Indicate "Yes" or "No" for each of the following statements as they apply to you.

    9. I currently have a trust in which my assets and property are properly funded.

    Indicate "Yes" or "No" for each of the following statements as they apply to you.

    10. I currently have a last will and testament, living will and advance directives that have been updated in the past 3 years.

    Indicate "Yes" or "No" for each of the following statements as they apply to you.

    11. I have powers of attorney for both healthcare and finance that have been updated in the past 3 years.

    Indicate "Yes" or "No" for each of the following statements as they apply to you.

    12. I am certain the beneficiary statements on my assets and insurance policies reflect my wishes, align with my estate and documents, and ensure I will not pay any unnecessary tax.

    Indicate "Yes" or "No" for each of the following statements as they apply to you.

    13. In the event of an unexpected lawsuit, I know my net worth will be protected.

    Indicate "Yes" or "No" for each of the following statements as they apply to you.

    14. In the event of a catastrophic health event, I have sufficient protection of both income and assets, so I can still transfer wealth to my family upon my passing.

    Indicate "Yes" or "No" for each of the following statements as they apply to you.

    15. In the event of my unexpected death, I have sufficient resources to ensure my family's current standard of living into the future.

    Indicate "Yes" or "No" for each of the following statements as they apply to you.

    16. I am fairly certain that if I keep doing what I am doing, I will have an ever-increasing income for the rest of my life.

    To complete your assessment, click "Submit." We’ll review the information you provided and contact you to schedule a free consultation.