Our products and services

last will & testament

Your Last Will & Testament details your wishes for your assets upon your death and also includes a guardian designation for your kid(s) if you have children.

Power of attorney

Your Durable Power of Attorney designates another person to act on your behalf.

Advance healthcare directive

Your Healthcare Directive instructs your doctors and loved ones on your healthcare wishes in the event you cannot speak for yourself.

Hipaa release authorization

Your HIPAA Release designates who will have access to your health information and records.

how DOES THIS WORK?

  • STEP ONE: Select your state. Currently, we service 6 states.

  • STEP TWO: Review our offered products. We offer individual products and services as well as bundles. Unsure what product and/or service is right for you? Book a free call with a member of out Legacy Builder Team.

  • STEP THREE: Check out. You will be prompted to enter your payment information. Upon checkout, you will receive a link to access your secure client portal.

  • STEP FOUR: Click your link and create your secure client portal. Here you will be able to take your time completing your documents. If you have questions, you can always log out and contact our office for support.

  • STEP FIVE: Download your documents. At this point, you have successfully completed your own estate planning documents. Congratulations! If you'd like to have one of our attorneys review your forms, feel free to schedule a meeting here.