Estate Planning Services
Protect Your Legacy and Make a Lasting Impact
Estate planning is the crucial third step in the Foundation Phase of building lasting wealth and impact. At Strategic Income Group, we believe that estate planning is about more than asset protection—it’s about creating a legacy that reflects your values, safeguards your loved ones, and allows your wealth to make a positive difference for generations to come. Our services are designed to help you structure your estate, handle life’s unexpected emergencies, and ensure your wishes are carried out with precision.
Having the right Powers of Attorney—for medical and financial decisions—ensures that your loved ones can manage emergencies and critical decisions on your behalf when you are unable to do so. These documents are an essential part of protecting your family’s future and ensuring your intentions are honored in all situations.
Service Menu
- Estate Plan review of existing documentsHave an attorney review and comment on your current Estate Plan and recommend any needed changes or updates.
- Creation of a new Will based planLiving Will, Medical Power of Attorney, Financial Power of Attorney
- Creation of a new Trust based planState specific Revocable Living Trust, with Living Will, Medical Power of Attorney, Financial Power of Attorney, Community Property Agreements, HIPAA releases
- Each Property Deed into new Trust
- Foundations Fast Start Program(*$1,000 Guaranty in two week turn-around) Discovery Meeting to gather all necessary information and documents
- Signing & Review Meeting
- Includes:
- Creation of a state specific Revocable Living Trust with Living Will, Medical Power of Attorney, Financial Power of Attorney, Community Property Agreements, HIPAA releases
- Deed primary home to trust
- Life/Disability Needs Analysis w/recommendations
- Budget Analysis w/recommendations (Housing Expense Ratio, Consumer Debt Ratio, Total Debt Ratio, Power Dollars)
- Investment Risk assessment w/recommendations
- *Guaranteed two week turn around once we have all relevant and needed documents and information. If this timeline is not met, we will reduce the final bill by $1,000.
Disclosure: We work with EncorEstate Plans, Certified Legal Document Preparers, and Attorneys to provide the best estate planning services. Together, we’ll create a customized plan that fits your family’s unique needs while being mindful of cost-effectiveness.”
"Prepare Today for Peace of Mind Tomorrow"
We’ll help you identify and securely archive your most important documents—before life’s unexpected events like injury, disability, or loss. Protect your loved ones by ensuring everything is organized and easily accessible when it matters most.
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