Quickly and easily create professional, customized,
specific estate planning documents for your clients.


Includes Last Will, Living Revocable Trust, Health Care and Financial Powers of Attorney
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You have important issues financial issues for the future. You have concerns about what is going to happen to your children, your family, and your loved ones if something should happen to you. You want to protect them. You want to be prepared by planning for your family's future, knowing that you've made wise decisions, and ensuring that they will be well taken care of when they need it the most.

Together, we will help you accomplish that. MyCare Plan will address your estate planning needs, and relieve you of your worries and concerns, leaving you with real and lasting
peace-of-mind.

MyCare Plan will assist you with making sure all of your needs are met, by preparing one or all of the following documents:
  • Last Will

    Having a last will in place will make sure your estate goes to whom you want, when you want, the way you want. When you have a well thought out and executed will, you feel safe and secure that no matter what happens you have a plan to deal with it and you have your team in place to carry it out. This allows you to put those concerns out of your mind and enjoy your life.

  • Living Trust

    A living trust can save your heirs legal fees, taxes and time in settling your affairs. By planning ahead with a trust, you can shorten the settlement process, and avoid assets getting tied up in lengthy estate proceedings.

  • Health Care Power of Attorney

    A health care power of attorney allows you to document your wishes regarding medical care and guarantees these wishes will be carried out if you become disabled. About half of all people today have a period of disability before they die. A health care power of attorney can also allow you to name someone to make decisions about your medical treatment if you are unable to make them yourself.

  • Financial Power of Attorney

    A financial power of attorney provides authority for someone to act on your behalf in case you become incapacitated. A financial power of attorney takes effect if the principal becomes incompetent or is otherwise incapable of handling his or her affairs. Many individuals name someone as their agent for financial matters in the event that they become unable to make their own decisions or if they are unable to due to military status, travel abroad, or extended illness.

Why MyCare Plan™?
No add-ons. No suprises.
Everything you need in one comprehensive package.
Update as your needs change
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