Estate Planning, Made Simple
Create, update, and protect your legacy—right from your browser. Our partnership with Wealth.com integrates modern legal documents with proactive annual reviews and guidance from our advisory team.
Start Your Estate Plan How It WorksWhat you get
Comprehensive, Secure, and Up‑to‑Date
- Revocable Living Trusts & Wills
- Financial & Healthcare Powers of Attorney
- Healthcare Directives / Living Wills
- Digital Asset & Beneficiary Alignment
- Annual Estate Analysis & Action Checklist
- Unlimited Amendments & Reinstatements
- Secure Document Vault & Sharing
Security by Design
Bank‑level encryption and granular sharing keep your sensitive information protected.
Built for Real Life
Life changes and so must your plan. Update documents anytime with unlimited amendments and reinstatements.
Advisor‑Guided
We align your estate documents with your financial plan, beneficiaries, and tax strategy.
Basics
What is an Estate Plan?
An estate plan is a coordinated set of legal documents that directs how your assets are managed during life and distributed after death, and who can make decisions if you can't.
- Trusts & Wills to control distribution and simplify probate
- Powers of Attorney for financial and healthcare decisions
- Healthcare Directives to document your medical wishes
- Beneficiary & title alignment to avoid surprises
Who needs this?
It’s Not Just for the Wealthy
- Homeowners, business owners, or anyone with savings/investments
- Parents and caregivers (guardianship planning)
- Those wanting to minimize court costs and delays
- Anyone who wants control over healthcare and finances
Good to know: Even a simple plan can save your family time, money, and stress.
Process
How It Works
Discovery:We learn your goals, family structure, assets, and must‑have wishes.
Design:Build your plan in Wealth.com—select documents and key decision‑makers.
Review & Sign:We review together, then you e‑sign and store securely.
Fund & Align:We help retitle accounts, update beneficiaries, and create a funding checklist.
Annual Estate Analysis:Each year we verify your plan still fits and update as life changes.
Included
Core Documents
- Revocable Living Trust & Pour‑Over Will
- Financial & Healthcare POA
- Healthcare Directives / Living Will
- HIPAA Authorization
Proactive
Ongoing Services
- Annual Estate Analysis & Beneficiary Audit
- Unlimited Amendments & Reinstatements
- Secure Vault & Document Sharing
- Funding Checklist & Title/Beneficiary guidance
Nice to Have
Extras
- Digital Asset & Password Inventory
- Minor Children & Pet Provisions
- Business Succession Coordination
- Charitable & Legacy Planning
FAQs
Quick Answers
Is this legal advice or a law firm service?
We coordinate your estate plan using Wealth.com’s platform and your overall financial plan. We are not a law firm and do not provide legal advice. Where appropriate, we’ll collaborate with your attorney or refer you to one.
How do I know what documents or services I will need?
We guide you through a simple discovery process to understand your goals, family structure, and assets. From there, we recommend only the documents and services that fit your situation.
Can I update my documents later?
Yes! Life changes, and your plan should too. You can make unlimited updates and amendments through the platform to keep everything current.
How long does it take?
Most families complete core documents within days, depending on complexity and scheduling. Funding and beneficiary alignment may extend the timeline.
Who stores my documents?
Your signed documents live in a secure digital vault with controlled sharing. We also retain copies in your client portal for coordination.
How much does it cost?
Pricing is transparent and based on your needs. We’ll outline options during your complimentary consultation before any work begins.
What if I already have estate planning documents?
We review your current documents to see what still works and what may be outdated or incomplete. Then we help update or replace them as needed to align with your goals.
Downloadable Resources
Helpful Guides
Explore our free resources to better understand estate planning:
Estate Planning Glossary Estate Planning BenefitsEstate Planning ChecklistEstate Planning MisconceptionsTake the next step
Ready to Protect What Matters?
Integrate estate planning simply and securely into your financial life while guided by our team.
Schedule a Consultation with Nathan Schedule a Consultation with Ryan Contact Us Compliance & DisclosuresEstate planning documents are facilitated through Wealth.com. LC Financial LLC is not a law firm and do not provide legal or tax advice. For legal advice, consult an attorney licensed in your state. For tax advice, consult a qualified tax professional. Services available to Arizona residents and where otherwise permitted.
To Best Serve Our Clients, We Work As A Team And
Are Accepting New Clients Each Month
Get Started TODAY!
For your convenience, we offer online appointment scheduling 24 hours a day,
with appointments, in person, via phone or online.
Lori Crilley
RFC®, CRC®, CPFA®
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Nathan Martin
MS®, CFP®
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Ryan Fullmer
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