Estate & Legacy Planning
Estate & Legacy Planning
Protect Your Legacy. Empower Your Loved Ones. Plan With Purpose.
Estate and legacy planning isn’t just for the wealthy—it’s for anyone who wants to protect their loved ones, preserve their assets, and leave a lasting impact. At Money Tree Financial Services LLC, we make this process simple, affordable, and personal.
We help you plan for what happens next—so you can live more confidently now
What Is Estate & Legacy Planning?
Estate planning is the process of preparing for the management and transfer of your assets after your lifetime. But it’s also about:
- Making sure your children are cared for
- Avoiding probate and legal confusion
- Preserving your family’s financial stability
- Ensuring your final wishes are respected
- Creating a financial legacy that lasts generations
Our team works with licensed professionals and estate planners to help you organize, protect, and pass down your wealth with clarity and care.
Our Estate Planning Packages
We offer simple and comprehensive packages for individuals, couples, and families at every stage of life.
Ideal for getting your first essential documents in place.
$299
Features :
- • 1-on-1 consultation with a planning expert
- • Simple will creation
- • Power of attorney setup
- • Step-by-step document walkthrough
Perfect for families or those with multiple assets.
$699
Features :
- • Will + Living Will + Power of Attorney
- • Healthcare directive creation
- • Beneficiary designations review
- • Secure document storage portal
- • Annual check-in
Comprehensive planning and protection for your estate.
$1499
Features :
- • Revocable living trust creation
- • Full legacy and wealth transfer strategy
- • Guardianship and minor child planning
- • Deed/title & property coordination
- • Annual review & update services
What’s Included?
Who Needs Estate Planning?
- Parents with minor children
- Homeowners and real estate investors
- Business owners
- Retirees and pre-retirees
- Anyone with savings, life insurance, or assets to protect
- Families who want to avoid court, conflict, or confusion
Planning isn’t about how much you have. It’s about what you want to protect.
Why Legacy Planning Matters
Your legacy isn’t just what you leave—it’s how you leave it. With our help, you can pass down not just money, but values, opportunities, and peace of mind.
We help you build a legacy that reflects your story, honors your intentions, and gives your family a strong financial foundation for generations to come.
Ready to Secure Your Legacy?
