Will & Estate Services
Protect Your Legacy with Confidence
At Treassurance Financial Group, we understand that securing your financial future goes beyond retirement planning—it’s about ensuring your legacy is protected and your loved ones are taken care of. Our Will and Estate Services help you plan for the future with clarity and confidence, ensuring your wishes are carried out as intended.
Premium Estate Planning Package
Our comprehensive estate planning package provides everything you need to ensure your financial and healthcare wishes are legally protected.
Included in the Package:
✅ Last Will & Testament – Ensures your assets are distributed according to your wishes.
✅ Children’s Trust – Protects and manages assets for your minor children until they come of age.
✅ Durable Financial Power of Attorney – Appoints someone you trust to handle your financial affairs if you become incapacitated.
✅ Healthcare Surrogate Designation – Names a trusted person to make medical decisions on your behalf.
✅ HIPAA Authorization – Allows your designated person access to your medical records when needed.
✅ Advance Directive – Provides specific instructions for medical care in case you are unable to communicate.
✅ Living Will – Outlines your preferences for end-of-life medical treatment.
✅ Pet Trust – Ensures your pets are cared for financially and by a designated guardian.
✅ Revocable Living Trust – Helps manage and distribute your assets while avoiding probate.
✅ Probate Avoidance – Strategies to minimize legal complications and expedite asset transfer.
✅ Spouse Plan Included – Covers both you and your spouse at no additional cost.
💰 All for just $300 – A small investment for a lifetime of peace of mind.
Why Estate Planning is Important
Estate planning isn’t just for the wealthy—it’s for anyone who wants to ensure their assets and loved ones are protected. Without a proper estate plan:
❌ Your loved ones may face delays, legal battles, and unnecessary expenses due to probate.
❌ The government—not you—could determine how your assets are distributed.
❌ Your family may pay more in estate taxes than necessary.
❌ Critical decisions about your healthcare or financial matters may be made by someone who doesn’t understand your wishes.
By having a well-structured estate plan, you:
✅ Ensure your assets go to the right people at the right time.
✅ Minimize taxes and legal complications for your heirs.
✅ Appoint trusted individuals to handle financial and healthcare decisions if you're unable to.
✅ Secure your family’s future and create a lasting legacy.
Why a Will is Important?
A Will (Last Will & Testament) is a legal document that ensures your assets and personal belongings are distributed according to your wishes after you pass away. Without a Will:
❌ The state—not you—decides how your assets are distributed, following intestacy laws.
❌ Family conflicts may arise over inheritance, causing unnecessary stress and legal battles.
❌ Your minor children’s guardianship may be determined by the court instead of someone you trust.
Benefits of Having a Will
✅ Control Over Your Assets – You decide how your property, money, and possessions are distributed.
✅ Guardianship for Minor Children – You can name a legal guardian for your children, ensuring they are cared for by someone you trust.
✅ Avoids Unnecessary Delays – A Will streamlines the probate process, reducing legal hassles for your loved ones.
✅ Protects Your Family's Financial Future – You can designate who receives what and prevent disputes among family members.
✅ Peace of Mind – Knowing that your wishes will be honored brings comfort to both you and your loved ones.
Why Consider a Trust?
A trust is a powerful estate planning tool that offers more control, flexibility, and protection over how your assets are managed and distributed. Unlike a will, a trust can go into effect while you are still alive, allowing for seamless asset management.
✅ Avoids Probate: Assets in a trust bypass the probate process, saving your family time and legal fees.
✅ Maintains Privacy: Unlike a will, which becomes public record, a trust keeps your estate details confidential.
✅ Provides Control & Protection: You can specify how and when assets are distributed, protecting beneficiaries from poor financial decisions, divorce settlements, or creditors.
✅ Reduces Estate Taxes: Certain types of trusts can help minimize estate taxes, ensuring more of your wealth goes to your loved ones.
✅ Ensures Continuity: A trust allows for the smooth transition of assets in case of incapacity, ensuring your estate is managed according to your wishes without court intervention.
Why Living Will is Important ?
A Living Will (also known as an Advance Healthcare Directive) is a legal document that outlines your medical treatment preferences in case you become incapacitated and unable to communicate your wishes. Without a Living Will:
❌ Your loved ones may face difficult decisions about your medical care without knowing your wishes.
❌ Doctors may administer life-prolonging treatments you wouldn’t have chosen.
❌ Family members could disagree on your care, leading to unnecessary stress and potential legal disputes.
Benefits of a Living Will
✅ Ensures Your Wishes Are Honored – Clearly states your preferences regarding life support, resuscitation, and other critical medical interventions.
✅ Reduces Emotional Burden on Family – Prevents loved ones from having to make difficult healthcare decisions under stress.
✅ Prevents Family Conflicts – Eliminates uncertainty and potential disputes among family members.
✅ Gives You Control Over Medical Treatment – Allows you to make decisions in advance about your end-of-life care.
Your Trusted Partner in Financial and Estate Planning
With years of expertise in retirement and financial planning, Treassurance Financial Group is committed to providing comprehensive solutions tailored to your needs. We work closely with trusted partners to ensure your estate plan is effective and legally sound.
Start Planning Today
Don’t leave your legacy to chance. Let us help you create a plan that gives you peace of mind and secures your family’s future.
Contact us today to schedule a FREE no-obligation consultation and take the first step toward protecting what matters most.