Secure your family’s future now!
We partner with Trust & Will to provide you with an easy and affordable way to create an estate plan online. Trust & Will is the leader in online estate planning and has helped nearly one million families secure their legacies. Together, we’re on a mission to help families protect the future and gain peace of mind. It’s time to finally get after it and armor up your own family. Don’t delay that kind of critical protection for those you love. After all, you don’t deliver flowers for a living!
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Benefits of Trust & Will
Affordable services with guidance
Clients of Charles Michael Financial get personalized guidance while walking through the process. As long as you are a client, future changes are complimentary, as is the first shipment of documents!
Expert support
The team of experts at Trust & Will also stands ready to help during the process if you have any questions along the way.
Built by attorneys, customized by you
State-specific, legally-valid documents customized to meet your family’s needs.
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All of your Estate Planning needs in one place
Will-Based Estate Plan
With white glove guidance from Charles Michael Financial
A plan for what should happen to your assets, how you’d like to be cared for when you need it, and who will look after your children – and pets.
- Determine how assets will be distributed
- Designate health care agents and specify what happens in a medical emergency
- Nominate trusted guardians for children and pets
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Trust-Based Estate Plan
With white glove guidance from Charles Michael Financial
The most comprehensive and complete way to protect your assets and loved ones. Get all of the coverage of a Will-Based Estate Plan plus:
- Add conditions as to how assets will be distributed
- Create a Revocable Living Trust
- Avoid Probate Court
