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Services

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Comprehensive Planning, Personalized for You

At Estate Planning Coordinator, we provide clear, reliable, and legally sound estate and retirement planning services designed to protect your family, assets, and future. Based in Florence, Alabama, and serving clients across the USA with a full range of services — from basic wills to advanced strategies that help avoid probate and minimize taxes.

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We understand that no two estates are alike. That’s why we offer personalized guidance and plans built specifically around your goals, life stage, and financial profile.

Our Core Services

Estate Planning

Estate planning is the foundation of everything we do. Whether you're just starting or updating existing documents, we guide you through every aspect of the process — helping you make informed decisions about how your assets will be distributed, how your family will be protected, and how your wishes will be carried out.

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Includes:

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  • Wills and living wills

  • Living trusts

  • Healthcare directives

  • Financial planning aligned with legacy goals

Avoid Probate

Probate is the legal process your estate enters when you die without proper documentation in place. It can be slow, expensive, and emotionally difficult for loved ones. We create legal tools that allow your estate to avoid probate entirely, ensuring a faster and more private transition of assets.

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Avoiding probate helps:

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  • Reduce legal fees

  • Protect privacy

  • Minimize court involvement

  • Streamline asset transfers

Retirement Analysis

We don’t just plan for the end of life — we plan for a fulfilling retirement too. Our retirement analysis service helps you assess your income needs, investment strategy, and tax exposure in retirement.

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We evaluate:

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  • Current retirement savings

  • Future income needs

  • Risk exposure

  • Opportunities for tax-free retirement income

Last Will and Testament

A will outlines how your estate will be handled after your passing. Without one, the court may make decisions on your behalf. We help you create a legally valid will that reflects your wishes and protects those who depend on you.

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Wills may cover:

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  • Property and asset distribution

  • Guardianship for minors

  • Charitable giving

  • Naming of executors

Power of Attorney

Who will make decisions for you if you’re unable to speak for yourself? A power of attorney gives a trusted person the legal authority to act on your behalf in financial or healthcare matters.

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We help prepare:

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  • Durable Power of Attorney

  • HIPAA Compliant Healthcare Power of Attorney

  • Financial Power of Attorney

Why Choose Estate Planning Coordinator?

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Certified and Experienced

Your advisor is a certified estate, trust, and retirement specialist with a background in financial consulting and legacy planning.

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Nationally 
Trusted

Located in Florence, Alabama, we work closely with clients nationwide, navigating state-specific laws, probate processes, and financial considerations across the United States.

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Straightforward Approach

No jargon, no pressure. Just clear answers and effective solutions.

4

Ongoing Support

Life changes — and so should your plan. We’re here to help you review and revise your documents whenever necessary.

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Not Sure What You Need? Start with a Conversation

We offer personal consultations to help you determine where you are in the planning process and what steps make the most sense next.

Some clients start with a basic will, others need advanced retirement strategies or asset protection tools. Regardless of your starting point, we’ll help you build a plan that fits your life and honors your values.

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