Your Trust & Will
Having properly created legal documents will allow you to control how your estate will be handled. No serious attempt to create generational wealth can omit them. In addition to a will or a trust, a complete suite of legal documents also includes the various Powers of Attorney, Health Care Directives, etc. Trust & Will is an on-line resource that can assist clients in creating their documents at a significant discount to most attorney fees. (The current cost for a Trust-based estate plan is $599. Working through the Ocean Advisors relationship will provide additional savings.)
We recognize the value an estate attorney offers and recommend that clients use Trust and Will to create the appropriate documents, then have a qualified attorney provide a review. The savings will be significant.
To get started or just to see more, visit Trust&Will - OceanAdvisorsClient