Financial Power of Attorney

Provide a sense of security for your loved ones with a living trust.

 

This ensures a way for your family to easily divide your assets according to your wishes after you have passed.
Anyone who owns real estate or has significant wealth should consider creating a living trust.

With a trust you are able to:

✔ Ensure Privacy
eliminate involvement of the court (probate) as you settle your affairs.

✔ Minimize Estate Taxes
Guarantee you pay the lowest estate tax possible.

✔ Hold Assets in Trust
Ensure your children don’t receive their inheritance until they are mature enough to appreciate and manage wealth they receive.

Additionally when you create a trust with Estate Guru:

✔ A Lawyer is Assigned to Your File
At no extra cost, this lawyer will monitor your estate plan, ensuring documents are created, maintained, funded, and settled correctly.

✔ Quick and Simple
Anyone who is over 18 can quickly and simply complete their POA, securing it for future use.

✔ Secure Cloud Storage
Protect your documents from human error or unpredictable events (fire, flood, etc.) all while easily accessing them from anywhere through Estate Guru’s secure cloud storage.

✔ use your document is secured in the cloud, the person you appoint to be your financial power of attorney can more easily access it if necessary.