Online Estate Planning
Powered by Estate Guru. You complete the questionnaire on a Live Video Call with Guru experts who guide you through each question, while we support coordination with your broader retirement income strategy.
Quick Tool
Will or Trust — which applies to you?
Answer 6 yes-or-no questions to get a general sense of which estate planning instrument is most commonly associated with situations like yours.
Young parents
Guardian planning helps protect your children if something unexpected happens.
Retirees
Clear documents can reduce probate friction and simplify administration for loved ones.
Blended families
Intentional beneficiary and trust language can support fair distribution goals.
IRA beneficiary coordination
Retirement account beneficiary decisions should align with your estate strategy.
It's not just about what happens when you die
Estate planning covers two situations — incapacity during your lifetime, and what happens after you pass. Without a Power of Attorney in place, if you become incapacitated, a court may appoint someone to manage your financial and healthcare decisions for you — not necessarily who you would have chosen.
Without a plan, probate court decides
- • Assets can be frozen until the court process concludes
- • The process is often costly — attorney fees, court costs, and administrative expenses
- • It can take months — or in many cases, years
"Either you have a plan, or the government has one for you."
Simple. Transparent. Attorney-Prepared.
A coordinated estate plan prepared by licensed attorneys and aligned with your retirement strategy.
Estate Guru Planning
Complete Estate Plan
Optional Add-On
Deed Preparation
Today Financial Agency is not a law firm. Documents are prepared by licensed attorneys through Estate Guru.
Today Financial Agency is not a law firm.
We do not provide legal advice.
Estate documents are prepared by licensed attorneys through Estate Guru.
We coordinate financial alignment only.
Ready to Put Your Estate Plan in Place?
If you want help coordinating estate planning with your retirement income strategy, we can walk through the process together.