Estate Planning

Why do I Need an Estate Plan?

At the time of one’s death, the unlimited marital deduction provision within the United States Estate and Gift Tax Law allows the passing of wealth to a surviving spouse without incurring gift or estate tax liabilities. However, the wealth transfer process to a subsequent generation will incur significant taxes, legal expenses and time, without a properly designed and executed estate plan.

A will is a legal document that spells out how you want your affairs handled and assets distributed after you die. A trust is a fiduciary relationship in which a trustor gives a trustee the right to hold title to property or assets for the benefit of a third party. Trusts offer more control of assets, but they are more expensive, tedious to set up, and actively managed. It is possible to have both will and trust.

Start by completing online questionnaire with your advisor and submit it.

You typically will get your complete estate plan within two business days.

All estate plans are reviewed and updated by real attorneys before being returned to you.

Follow instructions to notarize your copy.

If you have an existing trust, you can submit it to receive highlights and summary document.

You can update your documents in the system as long as you remain with Eureka Wealth Solutions, but the static version of the documents is yours to keep regardless.

All estate plans are state specific, with 49 states covered. North Carolina is currently not available.

Our plans are designed for most common situations. We verify that your situation fits first by asking several disqualifying questions.

We explain why it is and can recommend an estate lawyer to address the specifics.

No, this plan is priced to cover most common situations only.

See our Fees & Brokers page for details.

What's Included

POA ONLY WILL ONLY TRUST
Financial Power of Attorney
Medical Power of Attorney or Advance Health Care Directive
HIPAA release
Will
Trust
Certification of trust
General transfer
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Help Me Succeed

Do you have questions about your finances?
Do you want investments that reflect your values?
Don’t want to spend a fortune?

Whether you like to talk to an advisor or do it all online, we’ve got you covered. Our pricing is competitive and very straightforward – no hidden costs.

Whatever your personal situation, your goals and values, or your investable capital, we’ll work with you to create a portfolio that is right for you. And as your fiduciary, we’ll cover all your financial needs beyond investing as well, to help you achieve your goals.

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