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3 steps to ensure your legacy is in place
Your life’s work, your accomplishments, and your assets are the building blocks of your legacy. By creating a will or trust, you ensure that your family and loved ones receive the inheritance you’ve worked so hard to build, safeguarding your financial security for generations to come
The absence of a will or trust can result in a lengthy probate process, potentially consuming a significant portion of your estate in legal fees. Quiver Financial is here to help you plan ahead so you can minimize legal complexities, save your family time and resources, and leave behind the legacy you intended.
Step 1. Connect with your advisor Take Quiver Financials Estate Planning Assessment with your advisor to find out whether you will need a Will or a Trust-based estate plan
Step 2. Complete the Estate Planning Questionnaire Once you’ve found the right plan, Quiver Financial guides you and your advisor through the series of questions to identify your needs. Each question comes with guidance and information you need to make the right decision for you and your family
Step 3. Sign and notarize to make it official Your decisions are converted into legal documents and diagrams that make it easy to understand the estate plan you’ve made. Your plan comes with signing instructions to make it legally valid.
Safeguard all your vital documents, streamline your assets, gain a comprehensive view, and securely share with your trusted contacts.
Name a guardian for your minor children, decide who will receive your assets and when they will receive them, and determine who makes medical and financial decisions when you can’t.
Ability to generate spousal trust, special needs trust, pet trust, and time-based beneficiary trusts when you pass. Customize the percentage of asset each beneficiary receives, divorce-proof your children‘s inheritance, include no content clause and more.
Maximize protection and privacy while minimizing the long-term costs of estate administration by ensuring your family avoids probate.
All Custom Will Plan features, plus joint or individual trusts, prior trust restatements trust funding instructions, additional privacy.
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