Do I need an estate plan if I don’t have many assets?

Yes. Estate planning isn’t only about wealth — it’s about making sure your wishes are followed and your loved ones are protected.

What’s the difference between a will and a trust?

A will takes effect after your death and goes through probate. A trust can take effect immediately, allows greater control, and may help avoid probate entirely.

How often should I update my estate plan?

You should review your plan every 3–5 years or after a major life event like marriage, divorce, birth, death, or a major financial change.

Can I write my own will?

While it’s legally possible, DIY wills often contain errors or omissions that can invalidate them. We ensure your documents are legally sound and enforceable.

Estate Planning

Secure Your Legacy with a Customized Estate Plan

Planning for the future doesn’t have to be overwhelming. At Estate Planning Coordinator, we help you create a clear, legally sound estate plan that reflects your wishes and protects your family. Based in Florence, Alabama, and serving clients across the USA, we specialize in building comprehensive plans that help avoid probate, reduce tax liability, and provide peace of mind.

Whether you’re preparing a first-time will or need to update your existing documents, we make the process simple, confidential, and personalized to your needs.

What’s Included in an Estate Plan

An effective estate plan may include several legal documents and financial strategies, all tailored to your personal goals and situation. At Estate Planning Coordinator, we typically help clients with the following:

Last Will and Testament

This foundational document specifies how your assets will be distributed and who will manage your estate. We help you create a will that reflects your values and safeguards your family.

Living Trusts

Trusts offer more control over how and when assets are distributed. They can also help your estate avoid probate and reduce taxation. We’ll help determine if a revocable or irrevocable trust is right for your situation.

Durable Power of Attorney

This document allows someone you trust to make financial decisions if you become unable to do so.

HIPAA Compliant Healthcare Power of Attorney and Directives

You can appoint someone to make healthcare decisions on your behalf and state your preferences for medical treatment in advance.

Guardianship Designations

If you have young children or dependents, you can name a legal guardian to care for them in your absence.

Beneficiary Coordination

We review your insurance policies, retirement accounts, and investment assets to ensure they align with your overall plan and avoid unnecessary taxation.

Benefits of Professional Estate Planning

At Estate Planning Coordinator, we provide both the legal tools and the financial insight to help your estate plan work seamlessly. When you work with us, you can expect:

Customized solutions that reflect your goals
Guidance on probate avoidance
Tax-efficient asset transfer strategies
Support for complex family or financial situations
Secure and confidential document preparation

We ensure that your plan will stand up to legal requirements in Alabama and be clear to your loved ones when it matters most.

What to Expect During the Process

We begin with a one-on-one consultation to understand your situation. From there, we guide you through:

Identifying your assets and goals
Reviewing beneficiaries, insurance, and retirement accounts
Drafting documents tailored to your needs
Explaining how each component works
Storing or filing your plan securely

Our process is designed to be simple, respectful of your time, and focused on your long-term security.

Why Estate Planning Is Essential

Estate planning is more than dividing assets — it’s about taking control of your future. Without a plan in place, state law could determine who receives your assets, who cares for your dependents, or how your medical decisions are made. A well-crafted estate plan gives you that control.

It allows you to:

Avoid probate court
Decide who receives your property
Name guardians for minor children
Establish healthcare and financial directives
Minimize estate and income taxes
Prevent family disputes and confusion

We work with clients at all stages of life — from young parents to retirees — to ensure that their wishes are protected and clearly documented.

Common Questions

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Work with a Certified Estate Planning Specialist

Our founder, Scott, is a certified estate, trust, and retirement specialist who brings both legal understanding and financial strategy into every plan. With deep local knowledge and a passion for helping families, Scott ensures your estate plan is prepared properly, reviewed carefully, and updated as needed.