Through our partnership with Trusts & Wills
we are proud to offer estate planning services
for all of our clients and referrals

peace of mind starts with a plan
​

*A free complimentary rough draft financial plan for all paid plans

trust-based estate plan 

$499per couple 

$400 for single person
10% discount for clients or referrals; or contacting us.

includes state-specific docs:

  • Revocable Living Trust
  • Schedule of Assets
  • Pour Over Will
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
  • Certification of Trust
  • A Trust may be right for you if you own one or more properties, are expecting an inheritance, and have over $160,000 in assets

with a trust, you can do everything a will can do, plus:

  • Avoid Probate Court
  • Have greater control over your assets distribution.
  • AVOID high attorney fees.

will-based plan

$250per couple

$175 for single person
10% discount for clients or referrals; or contacting us.

includes state-specific docs:

  • Last Will and Testament
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
  • A Will might be the right choice for you if you have minor children, are married, own a home, and own less than $160,000 in assets.

with a will, you can

  • Name guardians for your children and pets.
  • Designate where you'd like your assets distributed.
  • Detail your funeral and burial arrangements.

Downside

  • Possibly will need a probate or estate attorney.
  • High costs for an attorney.


​estate planning steps

  1. Click the Contact Button Below: Provide your contact information and the type of estate planning you are interested in. Dave Ramsey Smartvestor Pro Leonard will call you back soon after to start the process.
  2. Appointment Prep: You will receive the Estate Planning Appointment Guide to complete to help you get prepared. You can also download the PDF below to get a head start.
  3. Data Input Appointment: We will set up a time together together and begin the process of putting your estate plan together. We will go over your guide and ask all the questions to get it right.
  4. Documentation Creation: After we complete the input process, your estate planning package will be delivered electronically to be reviewed, signed, and notarized. In unique situations if needed, you may want to speak to an attorney, and we can coordinate that discussion through our partners at Trust & Wills for an added fee.
  5. Execution and Funding: We will work with you to make sure your estate plan is executed and properly funded.


get started, schedule a complimentary information session now!

estate_planning_worksheet.pdf
File Size: 220 kb
File Type: pdf
Download File


​Additional estate planning information:

One of the most important steps in building wealth is keeping it! A well designed estate and gifting plan can provide tremendous asset protection, ensure your assets transfer to your intended beneficiaries when and how you want them to, and reduce or eliminate the risk of paying estate tax.

We are passionate about helping our clients manage wealth from generation to generation. Oakhills works directly with Estate attorneys and financial firms to create a highly personalized, sophisticated trust structure for individuals, charitable organizations, endowments, foundations, and retirement plans. We integrate experienced, consistent, fiduciary expertise and coordinated investment management to implement the estate plan that meets your goals.  

Preserving wealth requires more than wise investing. Successful wealth management involves planning not only for the near term, but for generations. Trust service, estate planning, and implementation are equally important because even the greatest of plans will fail if it is implemented incompletely or incorrectly.
Items to use or think about when reviewing/creating your estate plan:
  • ​Living Trust
  • Estate Planning
  • Wealth and Asset Transfers
  • Living Estate and Wealth Transfers
  • Capital Maximization Strategies
  • High value life insurance policies
  • Know the difference between a Will and a Living Trust

Ask for a complimentary estate planning worksheet


​Contact one of our Agents now!