Aren't estate plans only for ultra rich people?

No, estate plans are not just for the wealthy. They are crucial for anyone with assets (home, savings, car), minor children, or specific wishes for end-of-life care, as they prevent court-mandated asset distribution, minimize probate fees, and appoint guardians. Without a plan, the state determines who receives your property, which can create significant legal hurdles and conflict for families.

How much is an estate plan?

We offer multiple packages to fit individual needs. Alternatively, if you're unsure which option will fit your needs best, you can schedule a free consultation here: ShieldWolfStrong.com/appointment.

What documents are needed to assist in funding my trust?

Property Deed or any Document with the Legal Description of Property.

Secured Realty Notes (such as Contract for Deed)

Promissory Notes due to you

Accounts at the bank (checking, savings, money markets, CDs, upload only the cover page)

Registered Securities (mutual funds, managed accounts. Upload the entire statement with all pages)

Stocks/Bonds on a public exchange (typically paper bonds with a name on them)

Annuities with death benefits

Life Insurance

IRA (traditional &/or Roth)

Retirement plans (401k, 403B, Deferred Comp, TSP)

Motor Vehicles (only if paid for)

Business EIN Document(s) *

Business Articles of Organization areDocument(s) *

Business Operating Agreement(s) *

Business Partnership Agreement(s) *

Business Shareholder Agreement(s) *

*If you are a business owner