WE MAKE ESTATE PLANNING SIMPLE
Protect your assets for you and your family.
Estate Planning Made Simple
With years of experience, Simplify has been a trusted partner in estate planning. Our longevity in the industry is a testament to our commitment to excellence and our ability to simplify estate planning while making it cost-effective for our clients. We offer flat fee pricing at 20-30% below industry standard. With Simplify, you can rely on a seasoned team that understands the difficulties of estate planning, providing you with the knowledge and support you need for effective decision-making. Trust in our experience, and let us simplify your estate planning journey.
Our Solutions
Trust Estate Plan
A living trust, or a revocable trust, is an estate plan that can be changed at any time. It is called a living trust because it lives on after your death. A trust contains four parts: a trust agreement, a pour-over will, a financial power of attorney, and a health care power of attorney.
Will Estate Plan
Preparing a will is a very important part of an estate plan. Estate planning attorneys use wills as a tool for distributing your probate estate. Writing a will not avoid probate, but it can ensure your estate plan is distributed in accordance with your wishes.
Individual Estate Documents
Below is a comprehensive list of individual estate documents that we expertly handle. Simply click on any document to learn more about it! We're here to provide you with all the information and guidance you need for your estate planning journey.
Estate Document Review
Estate documents may need to be reviewed after they are created. A general recommendation is at least every three to five years or when there is a major life event.
Simple, but Thorough
Our goal is to provide the best customer service using a simple and straightforward process. We’d love an opportunity to help you develop your own estate documents.
Step 1
Client Introduction
Contact us by phone, email, or via the contact form.
We introduce ourselves and our process.
Step 2
Discovery Process
You tell us your needs.
We will describe which plan is right for you.
Step 3
Document Preparation
We’ll prepare the estate plan.
You sign the documents.
Step 4
Funding the trust
We prepare and file property deeds.
We enlist strategic partners to review financial accounts to ensure beneficiaries are consistent with the wishes of your trust.
