WHAT WE DO

Our Services

Last Will & Testament

The cornerstone of estate planning to ensure your wishes are honored.

Comprehensive Planning: Tailoring your will to reflect your unique wishes and priorities.
Asset Distribution: Ensuring your assets are allocated according to your directives.
Executor Guidance: Providing support and clarity for your chosen executor.
Legal Compliance: Ensuring your will meets all legal requirements and standards.

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Financial Power of Attorney

Empowering someone you trust to manage your financial affairs.

Document Preparation: Crafting a robust and legally sound financial power of attorney.
Agent Selection: Helping you choose the most suitable person to act on your behalf.
Financial Management: Outlining the scope of powers granted to your agent.
Revocation and Updates: Assisting with modifications and revocation when necessary.

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Advance Health Care Directive

Ensuring your medical preferences are known and respected.

Healthcare Instructions: Detailing your medical treatment preferences.
Appointing a Healthcare Proxy: Choosing someone to make decisions if you are unable.
Legal Formalities: Ensuring your directive meets all legal requirements.
Ongoing Revisions: Updating your directive as your medical preferences evolve.

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Guardianship Nomination

Securing the future care of your minor children.

Nomination Process: Officially naming a guardian for your children.
Legal Documentation: Ensuring all legal requirements are met.
Backup Guardians: Designating secondary guardians in case your first choice is unable to serve.
Periodic Review: Revisiting your nominations as circumstances change.

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Revocable Trust & Pourover Will

Flexibility and control over your estate.

Asset Management: Facilitating efficient management and distribution of your assets.
Avoiding Probate: Simplifying the transfer of assets and avoiding probate court.
Continuity: Ensuring your trust operates smoothly during your lifetime and after.
Pourover Will: Integrating a pourover will to handle assets not included in the trust.

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Expertise You Can Trust Nationwide

Our team of trust and estate attorneys brings experience from some of the top law firms in the U.S., ensuring that our platform maintains the highest standards of legal excellence. Consolation Plan Group provides services that are optimized and available in all 50 states and Washington, D.C.

Personalized Experience

Our platform is designed for ease of use, ensuring clients don’t need to be tech experts to navigate it. The entire process can be completed online with our user-friendly, guided system. Additionally, clients have the option to consult with our member success team or a highly vetted attorney from our extensive partner network for personalized assistance.

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Protect Your Legacy: Unmatched Expertise and Tailored Estate Planning at Your Fingertips

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