What We Offer
At Downey Financial Group, Inc., we’ve partnered with Wealth.com, the industry’s leading estate planning platform, to provide a seamless and secure solution for your foundational estate planning needs.
For a flat fee of $1,500, you receive:
- Last Will and Testament
- Financial Power of Attorney
- Guardian Nomination
- Advance Healthcare Directive
- Revocable Trust & Pourover Will
A one-on-one session with an experienced Downey Financial team member to navigate the Wealth.com platform and tailor your plan
In-office notarized signing session and coverage for initial document printing
One-year full access to Wealth.com to update and manage your estate plan as life changes
Note: This service is designed for foundational estate planning. For complex legal, we recommend consulting a qualified attorney.
Step 1
Prepare
Complete our Estate Planning Questionnaire to gather all necessary information.
Step 2
Consult
Attend a one-on-one session with a Downey Financial team member to finalize your plan using Wealth.com.
Step 3
Sign
Visit our office for a notarized signing session and receive your printed documents.
Step 4
Maintain
Enjoy one year of access to Wealth.com to keep your documents up to date.
Why We Partner with Wealth.com
At Downey Financial Group, we’ve partnered with Wealth.com, the industry’s leading estate planning platform, to provide a seamless and secure solution for your foundational estate planning needs.
Trusted Expertise
Wealth.com provides cutting-edge technology and legal expertise, delivering sophisticated solutions for foundational estate planning.
Seamless Integration
With tools designed for ease of use, Wealth.com simplifies the creation and maintenance of essential estate documents, ensuring your wishes are carried out effectively.
Client-Centered Approach
Wealth.com’s user-friendly platform empowers you to stay in control of your estate plan, backed by Downey Financial’s personalized guidance.
Is This Service Right for You?
This service is for individuals looking to create foundational estate documents without the complexity of custom legal situations.
Start Planning Today
Important Disclosures
Downey Financial Group is a Registered Investment Advisor and is not a law firm. Wealth.com attorneys are responsible for drafting all legal documents. This service is not suitable for complex estate planning situations. Please consult an attorney for advanced legal advice.
Ready to Take the Next Step?
For more information about any of our products and services, schedule a phone call today or register to attend a workshop.
Or give us a call at 630.233.6060.