Plan Ahead and Ease the Burden on Your Family
Pre‑planning services, price comparisons, and funding options through trusted providers.
Taking time to plan your funeral arrangements in advance is one of the most thoughtful gifts you can give your family. Pre-planning ensures your wishes are known and followed while removing the emotional and financial burden from your loved ones during a difficult time.
Will Your Family Owe Estate Taxes?
Find out if your estate exceeds the federal exemption
Complete Estate Plan Checklist
All the documents you need for full protection
Will or Trust
Directs how assets are distributed to beneficiaries after death.
Priority: Essential
Power of Attorney
Authorizes someone to manage finances if you become incapacitated.
Priority: Essential
Healthcare Directive
Specifies medical wishes and appoints healthcare proxy.
Priority: Essential
Beneficiary Designations
Update forms for retirement accounts, insurance, and bank accounts.
Priority: Important
Guardian Designation
Names guardians for minor children (if applicable).
Priority: If Children
Digital Asset Plan
Instructions for social media, email, and online accounts.
Priority: Recommended
The True Cost of Probate
See how much a trust can save your family
Example: $500,000 Estate
Attorney Fees (3-5%)
Legal representation for probate process
Executor Fees (2-4%)
Compensation for estate administration
Court & Filing Fees
Various probate court expenses
Appraisal & Accounting
Professional valuations and reports
Total Probate Costs
Plus 12-24 months of delays and public court records
A Living Trust Would Cost:
$1,500-3,000
Saving your family $27K-54K and years of hassle!
Charitable Giving Strategies
Leave a legacy while reducing taxes
Direct Bequests
Leave a specific dollar amount or percentage of your estate to charity.
Tax Benefit:
Estate tax deduction for donated amount
Charitable Trusts
Create income for life while supporting causes you care about.
Tax Benefit:
Income tax deduction + estate tax savings
Donor-Advised Funds
Donate assets now, recommend grants over time to your favorite charities.
Tax Benefit:
Immediate tax deduction for contributions
Create a Lasting Legacy
Charitable planning allows you to support causes you're passionate about while potentially reducing estate and income taxes. Whether you want to endow a scholarship, support medical research, or help your local community, we can help structure gifts that benefit both the charity and your estate.
of donations deductible
estate transfers to charity
your impact continues
Compare Top Offers
Find the perfect match for your needs
LendingClub
SoFi
Prosper
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How It Works
Simple steps to get started
Tell Us Your Needs
Share preferences—burial or cremation, service type, and budget.
See Personalized Offers
We present providers and packages with itemized costs.
Apply Securely
Lock in arrangements and funding to protect against future price increases.
Frequently Asked Questions
Everything you need to know
No, but many families use it to fund costs at today’s prices.
Most providers allow transfer or cancellation with terms—review contracts carefully.
Ready to Get Started?
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