This process is appropriate for the vast majority of straightforward estate plans.

If you have a young and growing family and want to provide for your children in a responsible manner (spacing out distributions over time), this system is for you.

If you have put off doing your estate plan for years because of cost, logistics in meeting with an attorney, or a simple lack of desire to talk about the inevitable, this system is for you.

The system can also handle situations where you may have a special needs child or a child who is not financially responsible.

However, if you are disinheriting children, feel like you have heirs that will litigate after your death, or have extremely unusual beneficiary needs, this system may not be for you.

We can refer you to one of our local estate planning attorneys for these specific needs.

We’re happy to talk with you about these scenarios so you can make the best possible choice for your family.

1) Beneficiaries – Who is going to get everything?

2) Method of Distribution – How will the beneficiaries get everything (ages, no restrictions, etc.)?

3) Trustee/Executor/Power of Attorney – Who will make financial decisions for you if you cannot?

4) Health Care POA – Who will make health care decisions for you if you cannot?

5) Guardian (if necessary) – Who will have physical custody of minor children?

In collaboration with Encore Estate Plans, we can now coordinate information to help provide you with an estate plan (including a revocable trust, will, financial power of attorney, medical power of attorney, and other documents) in a time-efficient and cost-effective manner.

Your estate plan is then prepared and reviewed in less than a week by leading industry professionals (estate planners/attorneys) to give you a professional estate plan.

Core Planning does not practice law.

We can, however, facilitate the creation of your estate plan by providing you access and helping walk you through the process with Encore Estate Plans.

Encore works with law firms in each state and leverages technology and estate planners on their team to create the state-specific documents your family needs.

If you have previously completed an estate plan, this relationship can review your existing documents and provide a list of follow-up questions to see if it is up to date.

If you know that a number of things have changed, this system can facilitate brand new documents for you while using your existing trust name and date (this prevents having to re-register assets already in the trust).

We collect no compensation from Encore Estate Plans or any other source in relation to this collaboration.

Our clients pay us for advisory services and part of that duty means we want to help ensure estate planning needs are being met.

The payment associated with the final estate plan documents is made directly to Encore.

Core Planning is simply here to help facilitate that process and make it as easy as possible for you.