We are excited to announce that we have partnered with Trust & Will, the leading estate planning platform in the U.S.  They are prepared to help you create custom estate planning documents to fit your unique needs. As an exclusive client of Johlfs Wealth Management, this benefit is complimentary. This service is provided to you as part of our value proposition. Please take the time to read the important information below. When you are ready, click the get started button below. 

 

Below are some of the major milestones that prompt people to establish or update an estate plan:

  • Having children or grandchildren
  • Home or additional property ownership
  • Marriage, remarriage, or divorce
  • Owning, growing, or selling a business
  • Upcoming travel
  • Accumulating wealth or inheritance
  • Loss of a loved one
  • Moving out of state or out of the country

With an estate plan, you can:

  • Select beneficiaries to receive specific assets
  • Support your trust beneficiaries over a specific timeframe
  • Nominate guardians for your minor children and pets
  • Complete your healthcare documents – including selecting a Power of Attorney
  • Specify your final arrangements
  • Avoid probate (with a Trust-Based Estate Plan)
  • Leave a legacy


There are five non-negotiable estate planning documents that everyone should use as their foundation:

  1. Revocable Trust or Will
  2. Power of Attorney
  3. Living Will
  4. HIPPA Authorization

Educate Yourself

We encourage you to read through the documents below. This will provide insight into what you need to create and complete your estate plan. 

The Guide

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5 Documents

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Funding A Trust

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Roles & Responsibilities

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Also, watch these helpful videos to watch before you get started:

When you are ready to get started, you WILL need the following information:

  • You/your spouse's full legal names
  • You/your spouse's birthdays
  • Your child(ren)'s or beneficiaries full legal name(s)

What you WON'T need: 

  • Account numbers
  • Social security numbers
  • Property titles