Do your estate documents take care of your family?

When was the last time you updated your wills and trusts, your powers of attorney?  If they’re outdated or nonexistent, will your friends and family have problems honoring your wishes? Should we let the government decide for us?

Our client families use the LegacyLock service to avoid these issues. It’s a fast, simple, online process for you to save your family and friends heartache at the worst possible time. They’ll know your wishes and can honor them, not guess or fight about it.

Better yet, you can make those expected document updates as things change over time, at no additional charge, for the rest of your life. Use the secure, online vault to store these documents where your trustees and powers of attorney can easily find them.

Your documents are written by expert attorneys, customized to fit your needs in your state, without the time and high cost of estate planning services.

Take a few minutes with us to get the estate documents you need to protect your family for just $795 – a $200 savings on the LegacyLock retail price of $995 – now and for the rest of your life.

None of us can tell when our time on Earth is done. If you don’t have your own estate documents or they no longer reflect what you want, let us help you protect your assets, your privacy and your wishes while you still can.

Each plan includes the following documents:

  • Revocable Living Trust
    • Income Only Option
    • A/B Trust Option
    • Spendthrift Provisions
    • IRA “Look-through”
    • Optional Sub-Trust for Children
  • Certificate of Trust
  • Last Will & Testament
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will
  • Advance Directives

Legal documents written by Attorneys. Do-it-yourself estate document software licensed from Estate Documents Pro, LLC. Bright Financial Services, Inc., Roy Sargent, LegacyLock, LLC, and Estate Documents Pro, LLC are not law firms and do not provide legal or tax advice. This brochure and the products available on this brochure are not a substitute for the advice of an attorney. You should consult with an attorney and tax advisor licensed to practice in your state for advice if you have questions about your specific circumstances.

Enhance your future with Bright Financial

At Bright Financial, we take a holistic approach to helping you manage your future financial goals. We ask a lot of questions so that we’re clear on your top priorities. Once we know your circumstances and what you’re hoping for, we point you to the surest way to achieve it.

If you’re like a lot of people, without even knowing it, you are losing tens or hundreds of thousands of dollars over your life by following conventional, one-size-fits-all strategies. We help you correct your course and take advantage of opportunities you’ve been missing out on.

You could be losing out due to fees, unnecessary risks, paying high interest, earning low interest, lacking protection, missing opportunities and, of course, unnecessary taxes. Among other things, you could be achieving better cash flow now, more income in retirement, more funding for your kids’ college and better access to capital.

If you’d like to be more informed about your financial options, take a moment to reserve a time on our calendar for a phone call or Zoom meeting.