Your Estate Plan Finished in One Hour
With CERTIFIED FINANCIAL PLANNER, Deanna LaRue
Your Estate Planning Package Includes:
- Will
- Trust
- Financial Power of Attorney
- Medical Power of Attorney
- Living Will
- Access to Wealth.com to securely store and share your documents
Investment: Originally $8,000
NOW ONLY $2,000 per couple OR $1,000 per individual
Optional Add-On:
➕ Deed transfer to trust available for $175
You Know This Needs To Be Done,
It Just Hasn't Been Clear How
Estate Planning Documents, Why Bother?
It’s simple, if you have stuff, you have an estate.
Doc 1: Will
With a Will, you decide what happens to your personal property -- your vinyl records, your rare movie poster collection and your grandmother’s engagement ring – not the courts.
Doc 2 & 3: Financial & Medical POA's
Who do you trust to handle your business or medical transactions if you become incapacitated?
A person acting under Power of Attorney can:
- Pay Bills
- Complete banking transactions
- Sell property
- Buy and sell stocks and bonds
- Handle business transactionsAuthorize medical decisions
Your POA cannot change beneficiaries on your accounts.
Doc 4: Living Will
Who will handle your end-of-life care?
- Do you want pain medication, even if it might hasten death?
- Would you want an operation or medical procedure when there is only a small chance of recovery?
- Would you want to be kept alive after brain activity ceases?
- Would you want a feeding tube/ventilator?
- Do you consent to organ donation?
Doc 5: Protect Your Estate with a Trust
A trust is a private contract enabling you to control your financial matters if you’re incapacitated and when you die.
- Trusts can avoid probate court
- Trusts can help reduce Estate taxes
- Trusts provide more control over your assets
- Trusts can protect your loved ones
- Trusts can be used to divide complex assets among family members
- Trusts can be used to take care of vulnerable family members
How This Works:
Step 1: Sign up + secure your spot
Choose your package and complete payment to reserve your seat for Implementation Day.
Step 2: Pick your people (ahead of time)
You’ll receive a short, guided questionnaire where you choose:
- Who gets what
- Who makes decisions if you can’t
- Who should have access to your documents
(No legal language guessing — I’ve already done that thinking for you.)
Step 3: Implementation Day (1 hour, in person)
We sit together. I walk you through every question.
By the end of the hour:
- Your documents are completed
- You can print them immediately
- You’ll know exactly what you signed and why
You leave with finished documents.
Why I Do This Differently
I don't practice law - and that's intentional.
I design estate plans from a financial planning lens, then coordinate attorney-drafted documents through a licensed platform. After 20+ years in financial planning, I saw too many estate plans done:
- Incorrectly
- Inconsistently
- Or without understanding how the money actually works
This process exists so you don’t just have documents —
you have documents that actually make sense for your life.
