Do You Really Need a Will or Trust?

Estate Planning Isn’t Just for the Wealthy

Whether you have $10,000 or $10 million, your legacy matters. A will or trust ensures that your money, values, and care decisions are honored the way you intend.

• Avoid probate delays and legal stress for your family
• Protect minor children and name guardians
• Ensure charitable giving or faith-aligned transfers

Why We Use Estately

Estately is a modern, attorney-backed estate planning platform that’s secure, personalized, and affordable. As a Financial Serenity client, you can start your estate plan in less than 15 minutes.

Still Not Sure?

If you’re not sure where to begin or whether a will or trust makes more sense for your situation, book a free clarity call and we’ll walk through it together.