Main Financial Group
Your financial plan isn't complete without a plan for the people and assets that matter most.
Estate planning helps make your wishes clear, protect your loved ones, and give the people you trust a roadmap for the future.
A complete estate plan helps answer some of life's biggest questions:
Identify the people and organizations you want to benefit from what you've built.
Decide not only who receives an inheritance, but how and when it should be distributed.
Choose trusted individuals who can manage financial matters on your behalf if you're unable to do so.
Make your healthcare wishes known and determine who can make medical decisions if you cannot.
For parents of minor children, determine who you would want to care for them if you were no longer able to.
Main Financial Group has partnered with EncorEstate Plans to help clients with straightforward estate planning needs create a comprehensive plan through an advisor-supported process.
Because we already understand much of your financial picture, we can help connect your estate planning decisions with the financial plan you've worked hard to build.
SEE WHERE YOUR PLAN STANDSA few simple questions show which parts of your plan deserve a closer look.
An advisor-supported process, informed by the financial plan we already build with you.
Documents are drafted from state-specific templates and reviewed before they come back to you.
Depending on your needs, your plan may include:
Estate plan templates are built by attorneys in your state and reviewed by human estate planners before being returned to you.
Establishes how assets held in your trust will be managed and distributed.
Provides instructions for assets and other matters addressed through your will.
Documents the existence of your trust and assists with transferring assets into it.
Gives someone you trust authority to handle certain financial matters on your behalf.
Identifies who can make healthcare decisions for you if you're unable to make them yourself.
Allows designated individuals to access your health information.
Helps address the treatment of certain property between spouses.
Estate planning isn't only about what happens after you're gone.
It helps you decide what happens to your assets, who can step in for you if you're incapacitated, who can make important healthcare decisions, and how the people you care about will be provided for.
Your estate plan should adapt as your life changes. It’s best practice to review and update your documents following major life events, such as:
If it has been a while since you reviewed yours, this is a good opportunity to see where things stand.
You don't have to know what documents you need or have every answer figured out today. Start by finding out where you stand.