Sources state that nearly 70% of Americans do not have a Will. This puts your financial assets at risk. Estate planning is essential for managing your financial future and ensuring that your assets are handled according to your wishes at the time of your death. It involves creating legal documents that dictate how your estate will be managed after your passing, including asset distribution, care of minor children, and healthcare directives. A thorough estate plan offers peace of mind, knowing your loved ones will be cared for and your desires respected. Many people have good intentions to get these documents created but fail to do so for many reasons. New solutions are now making estate planning more accessible and affordable, enabling more people to secure their financial futures effectively.

Zetlmaier Wealth Management LLC (ZWM) has teamed up with Trustandwill.com to address the complexities of traditional estate planning. Trustandwill.com is an online platform that simplifies the creation of essential estate planning documents. This partnership enables ZWM clients to generate key documents like Wills, Powers of Attorney, and Advanced Medical Directives through an intuitive and user-friendly interface. By leveraging Trustandwill.com, ZWM clients gain access to a cost-effective alternative to conventional methods that often require multiple consultations and high fees. The platform’s straightforward process allows users to complete necessary documents at their own pace, without the need for numerous in-person meetings or lengthy document exchanges. This is particularly beneficial for individuals with busy schedules or mobility issues, making estate planning more accessible.

This service is significant. Oftentimes clients are referred to a third party estate planning attorney to draft estate planning documents which can completely remove the financial planner from the process and create large fees for the attorney.  One of the significant advantages of Trustandwill.com is the exclusive 10% discount available to ZWM clients, making it even more affordable to create a comprehensive estate plan. The documents generated via Trustandwill.com are legally valid and crafted to meet the specific needs of each individual, ensuring that personal wishes are clearly articulated and honored. This innovative approach aligns with ZWM’s commitment to providing efficient, client-focused financial planning services, ultimately making estate planning a more manageable and less daunting task.

Zetlmaier Wealth Management LLC does not create the legal documents nor does it receive compensation from Trustandwill.com. This is a 3rd party service where the client is responsible for assessing the cost and creating the information. ZWM does not have attorneys on staff and does not provide legal advice.