Life is full of unknowns. Your wishes and plans don’t have to be.
Estate planning is often misunderstood as something only the wealthy need. But the truth is: it’s for everyone.
At Plan Forward Finance, we make estate planning approachable, affordable, and doable. Whether you’re just starting out or updating an old plan, we guide you through the process with clarity and care. You’ll protect your loved ones and feel confident your wishes are known.
Estate planning means making decisions in advance about your money, health, and responsibilities. It ensures that the right people can step in if something happens, and that your wishes are clearly documented to reduce stress and confusion for your loved ones.
Your estate includes everything you own, such as money, property, personal items, investments, digital assets, and family heirlooms.
*Don’t let legal jargon slow you down. Explore our simple estate planning glossary to make sense of the terms and feel more confident moving forward.
Estate planning isn’t just for the wealthy or those later in life. You don’t need to be married, have children, or face health concerns to benefit from having a plan in place.
In fact, it can be especially important for people in non-traditional relationships or family structures. Without legal documents, state laws may not recognize unmarried partners, close friends, or chosen family the way you would want. A thoughtful plan lets you clearly name who should make decisions, who should receive your assets, and who should be involved in your care if something happens.
Estate planning is for anyone who wants to be clear about their wishes, ensure loved ones are cared for, and make important decisions ahead of time. Without a plan, those choices may be made by the courts or based on state law.
Taking the time to plan now helps your loved ones avoid confusion, stress, and costly legal hurdles during an already difficult time.
Estate planning can feel overwhelming, but you don’t have to navigate it alone. At Plan Forward Finance, we help make the process clear, manageable, and tailored to your life.
Clarify your wishes and help you make thoughtful, informed decisions
Explain your options in plain, approachable language
Guide you step-by-step through the entire process
Facilitate the creation of your documents through EncorEstates, a trusted platform with licensed attorneys
Provide support and education so you feel confident and in control
Make sure your wishes are clearly documented and followed
Appoint trusted people to make financial, medical, and legal decisions if needed
Minimize unnecessary costs, delays, and court involvement
Reduce stress and burden on your loved ones
Gain peace of mind knowing everything is in place
We don’t provide legal advice or draft legal documents ourselves. All legal documents are prepared and reviewed by attorneys through EncorEstates. For more complex needs, we’re happy to refer you to a qualified estate attorney.
Most plans cover five key areas:
Beneficiaries: Who receives what
Distribution method: How and when they receive it
Power of attorney: Who handles finances or legal matters if you can’t
Health care directive: Medical preferences and decision-makers
Guardians: Who would care for your children
*See our estate planning glossary.
Will or Trust: Outlines who will receive your assets and allows you to name guardians for minor children.
Financial Power of Attorney: Names someone you trust to handle your finances if you’re unable to.
Health Care Directive & HIPAA Authorization: Lets someone make medical decisions and access necessary records.
Guardianship Designations: Specifies who should care for your children if something happens.
Property Deeds: Helps ensure real estate is properly titled, especially when using a trust.
Business Assignments (if needed): Transfers business interests into your trust or to your heirs.
*Looking for plain-language definitions? Explore our estate planning glossary.
Our estate planning services are designed for individuals and families with straightforward needs who:
Want kind, judgment-free support to finally get this done
Prefer a guided alternative to DIY tools or high legal fees
Are below the federal estate tax exemption ($13.99M per person in 2025)
Are not disinheriting a child or involved in estate litigation
Are making decisions freely and with full mental capacity
Are not making significant gifts to non-family caregivers
Whether you’re starting from scratch or updating an existing plan, we’ll guide you through each step so you can move forward with clarity and confidence. You’ll walk away knowing your wishes are documented and your loved ones are protected.
We partner with EncorEstates, a trusted provider of attorney-prepared estate plan documents. Together, we ensure your plan will be:
Prepared by licensed attorneys
Tailored to your state’s laws
Reviewed for legal accuracy
Completed through a secure, easy-to-use online platform
Once submitted, your plan is typically ready within five business days. If you request attorney review, allow up to five additional days. Visual Estate Plan Summaries may take up to 10 business days.
Not sure if our estate planning service is right for you?
Schedule Your Free Initial Planning Meeting to ask questions and explore your options.
Estate planning can feel overwhelming, but you don’t have to figure it out alone. At Plan Forward Finance, we make the process clear, manageable, and tailored to your life.
We’ll guide you through every step. From decision-making to signing documents, funding your trust, and updating your beneficiaries, we’re here to make sure nothing feels confusing or left unfinished.
This 30-minute virtual meeting is your space to talk through what’s on your mind and see if we’re the right fit. We’ll listen, ask questions, and help you explore the best path forward. If we’re not the right fit, we’ll point you to other helpful resources.
If it makes sense to continue, here’s what comes next:
We get to know your situation and priorities, then help you organize and clarify what matters most. Together, we’ll build a personalized roadmap.
We walk through your plan with you, answer questions, and refine the details. You’ll receive a summary and a clear list of next steps.
We take action together, one step at a time, to put your plan in place. This may include:
Completing your estate plan documents
Reviewing and approving final drafts
Funding your trust
Updating beneficiary designations
Confirming everything reflects your wishes
Ensuring all documents are signed and complete
By the end, your plan is in place and you can move forward with peace of mind.