Personalized Estate & Retirement Plans
Probate Avoidance & Tax Savings
Certified Local Expertise
Plan Today to Protect Tomorrow
At Estate Planning Coordinator, we provide comprehensive estate, trust, and retirement services tailored to your specific needs.Based in Florence, Alabama, and serving clients across the USA., we help individuals and families safeguard their assets, reduce tax liabilities, and prepare for the future with confidence. Whether you’re just beginning to think about your legacy or need to update existing plans, our certified team is here to guide you every step of the way.
Key Benefits of Professional Estate Planning
Avoiding Probate
Probate can be costly, time-consuming, and emotionally draining for surviving family members. We help you structure your estate to bypass this process, ensuring a smoother transition for your heirs.
.png)
Reducing Tax Liability
Through strategic tools like trusts and tax planning, we help minimize estate taxes and protect more of your assets for future generations.
.png)
Protecting Your Assets
Shield your property and finances from unnecessary legal disputes or creditor claims with a secure estate structure.
.png)
Ensuring Medical & Legal Wishes
Through power of attorney and healthcare directives, we ensure your medical decisions and financial matters are handled according to your preferences.
.png)
Providing for Loved Ones
Wills, trusts, and other legal documents ensure that the people you care about are provided for — the way you intend.
.png)
Why Estate Planning Matters
Many people delay estate planning, assuming it’s something to think about later in life. The reality is that having a well-structured estate plan is essential at any age. Without it, your assets could fall into probate court, be distributed contrary to your wishes, or become vulnerable to excessive taxation. Proper planning ensures that your loved ones are protected, your medical preferences are honored, and your wealth is transferred efficiently.
A personalized estate plan provides peace of mind for:
-
Families with young children or dependents
-
Business owners
-
Retirees looking to optimize retirement income
-
Anyone seeking to avoid probate and streamline asset transfer
![0_(5)[1].jpg](https://static.wixstatic.com/media/18aeac_a61649edbfba4cb999d6d0fb94374a0c~mv2.jpg/v1/fill/w_582,h_400,al_c,q_80,usm_0.66_1.00_0.01,enc_avif,quality_auto/0_(5)%5B1%5D.jpg)
How Estate Planning Coordinator Can Help
Led by a certified estate, trust, and retirement specialist, Estate Planning Coordinator offers personalized consultation and guidance on a range of services, including:
-
Estate planning and wealth transfer
-
Probate avoidance strategies
-
Power of attorney documentation
-
Last will and testament preparation
-
Retirement analysis and tax-free income planning
-
Living trusts and advanced directives
We take time to understand your goals, answer your questions, and create a plan that aligns with your values. Whether your priority is protecting your home, managing long-term care costs, or ensuring your children receive your estate without complications, we tailor every aspect to fit your life.
Our office is located at 121 Yorkshire Circle, Florence, AL 35630, and we serve the entire nation. Appointments are available Monday through Friday, with limited Saturday availability by request.
Frequently Asked Questions
Ready to Take the Next Step?
Your future — and your family’s peace of mind — deserves proper planning. Estate Planning Coordinator is here to help you navigate the legal, financial, and personal aspects of preparing your legacy. We make the process easy to understand and implement, with personal attention and professional care.