Estate Planning Made Simple, Secure, and Personal
Protect your health, your family, and your finances with the six essential legal documents every adult should have.
Start Your Plan Today View Our Flat-Rate PackagesWhat Is Estate Planning?
Estate planning isnβt just about having a will β itβs about having a plan.
Itβs the process of legally documenting how your health care, finances, and personal wishes should be handled if something happens to you β whether thatβs a medical emergency or the end of life.
A proper estate plan gives you control and your loved ones clarity β minimizing confusion, stress, and legal delays when your family needs peace of mind most.
At Lasting Legacy Pro, we make this process simple, accessible, and affordable β so your future is protected, and your family is never left guessing.
What Estate Planning Really Does for You
Planning for Incapacity
If an accident or illness leaves you unable to make decisions, your plan ensures someone you trust can step in β for your health, finances, and legal matters.
Passing Down Your Property
Your estate plan provides legal instructions on how your assets β like your home or savings β are passed on, helping your family avoid conflict and probate delays.
Protecting Your Familyβs Future
Whether naming guardians or giving clear end-of-life instructions, estate planning protects your loved ones from tough decisions and financial burdens.
Whatβs Included in Our Core Packages
Explore everything we include in our estate planning services β from essential legal documents to thoughtful legacy planning tools.
Last Will & Testament
Direct how your belongings are distributed and name guardians for your children or dependents β ensuring your final wishes are honored.
Financial Power of Attorney
Appoint someone you trust to manage your financial affairs if you become unable to β including bills, accounts, property, and contracts.
Disposition of Bodily Remains
State your final wishes for burial or cremation clearly, so your family knows exactly what to do β and avoids unnecessary conflict or delay.
Living Will (Advance Directive)
Outline your medical preferences in critical situations β such as life support or end-of-life care β so your family isnβt left guessing.
HIPAA Authorization
Legally authorize loved ones to access your medical records and communicate with your doctors β vital for caregiving and emergencies.
Health Care Power of Attorney
Choose who can make medical decisions on your behalf if you're unable to speak for yourself, giving you peace of mind in emergencies.
Emergency Medical Card
A wallet-size card that alerts emergency responders and caregivers to your medical directives and contacts.
Care Preferences Form
Summarizes your care goals, values, and limitations for healthcare providers and loved ones.
Funeral Plan Worksheet
Organize your preferences for service type, location, attendees, music, and more β relieving stress for loved ones.
Obituary Notes
Leave pre-written notes and life highlights to assist your family with writing your obituary.
Letter to Loved Ones
Share personal messages, advice, or blessings with your spouse, children, or family members.
Final Wishes Package
Includes: Last Will & Testament, Financial Power of Attorney, Disposition of Bodily Remains, Funeral Plan Worksheet, Obituary Notes, and Letter to Loved Ones.
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- Last Will & Testament: Direct how your belongings are distributed and name guardians for your children or dependents.
- Financial Power of Attorney: Appoint someone to manage your finances if you're incapacitated.
- Disposition of Bodily Remains: Clearly state burial or cremation preferences.
- Funeral Plan Worksheet: Outline service preferences to guide loved ones.
- Obituary Notes: Provide details for a respectful obituary.
- Letter to Loved Ones: Leave behind personal messages or blessings.
Medical Directives Package
Includes: Living Will, HIPAA Authorization, Health Care Power of Attorney, Emergency Medical Card, and Care Preferences Form.
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- Living Will: Specify your wishes for life support and end-of-life care.
- HIPAA Authorization: Allow family to access medical info and speak with providers.
- Healthcare Power of Attorney: Name someone to make healthcare decisions if you're unable.
- Emergency Medical Card: Carry vital health information in your wallet.
- Care Preferences Form: Document your healthcare values and limits.
Living Trust Package
Helps your family avoid probate while protecting your assets and intentions.
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- Revocable Living Trust Agreement: Establishes how your assets will be managed and distributed.
- Trust Power of Attorney: Allows another to act on behalf of the trust if you're unavailable.
- Certificate of Trust: Proves the existence and terms of the trust to financial institutions.
- Certificate of Incumbency: Identifies the current trustee officially.
- Asset Assignment Form: Formally assigns property into the trust.
- Asset & Account Inventory: Tracks all items and accounts held in the trust.
Legacy & Trustee Binders
Each full plan comes with a printed Legacy Binder to store your documents, and a separate Trustee Binder with a copy for your designated trustee.
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The Legacy Binder is designed for your personal records and organization. The Trustee Binder is a professional duplicate to provide your chosen trustee, so theyβre fully informed and prepared to carry out your wishes.
Digital USB Copy
A secure USB drive with your complete estate plan, ideal for sharing with loved ones or storing in a safe deposit box.
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The USB copy ensures your documents are digitally backed up and can be easily shared with key family members or uploaded to secure cloud storage.
Trustee Instruction Guide
A step-by-step guide included in the Trustee Binder explaining exactly how to administer the trust properly.
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- Trustee Duties Overview: Understand your legal responsibilities and fiduciary role.
- Administration Checklist: A clear order of steps from notification to distribution.
- Tax and Recordkeeping Tips: What to file, track, and save for legal compliance.
- Communication Guidelines: How to handle questions from beneficiaries.
- Legal & Professional Support: When to contact attorneys, CPAs, or advisors.
Flat-Rate Estate Planning Packages Starting at $229
Whether you're planning for yourself or a loved one, our bundles make it simple to get every essential document you need β for one clear, affordable price.
View Our Packages Get a Free Quoteπ§ββοΈ Why Work With Lasting Legacy Pro?
Transparent. Professional. Personal. Here's what sets us apart:
Experienced Guidance
We simplify the legal process and explain everything in plain English β no confusing jargon, just clear answers.
Family-Focused Approach
We help you build generational wealth and pass it on with purpose. Your legacy isnβt just protected β itβs empowered.
Affordable Options
No hidden fees. No hourly billing. We offer flat-rate packages that real families can afford.
Phone & Zoom Support
We make it easy to meet remotely. All consultations are done by phone or Zoom β wherever you are, weβre there.
π°οΈ When Should You Start?
You Bought a Home
Your home is likely your biggest asset β protect it with the right legal documents.
You Had a Baby or Got Married
Make sure your growing family is provided for, no matter what life brings.
You Care for an Aging Parent
Gain the authority you need to make medical or financial decisions β without court delays.
You Own a Business or Rental Property
Secure what youβve built, and define who takes over if something happens to you.
You Want to Protect Your Children or Beneficiaries
Choose guardians, avoid probate, and pass your legacy on β the way you intend.
βThe best time to plan is before you need to. The second-best time is right now.β
Start My Plan Nowπ How It Works
Estate planning doesnβt have to be overwhelming. Weβve made it simple and stress-free.
Schedule Your Free Consultation
Book a time that works for you β online or in person. Weβll listen, answer questions, and explain what you really need (and what you donβt).
We Draft and Review Your Documents
Weβll custom-tailor your estate plan and walk you through every detail in plain English. Nothing moves forward until youβre 100% confident.
Finalize with Notarization & Peace of Mind
Sign and notarize from home or in person. Then relax β your family is protected, and your wishes are legally secured.
Ready to Secure Your Legacy?
Letβs create a plan that gives your family peace of mind.
π Need help? Call or text us at (480) 933-5330
