Estate Planning & Family Preparedness Services
Estate Planning Services
We assist clients with:
- Estate planning coordination and guidance
- Will and trust organization support
- Healthcare and end-of-life planning preparation
- Legacy and beneficiary planning clarity
- Documentation management and secure record organization
- Family communication strategies to reduce future conflict
While we proudly serve veterans, military families, and first responders, our services are designed for all individuals and families seeking structured estate planning support, regardless of background.
Veteran-Owned. Community-Focused & Family-Centered
As a 100% Veteran-owned business, The Way Service upholds the values of integrity, accountability, and service. Our approach combines military precision with compassionate guidance, ensuring every family receives personalized attention and clear direction.
Luisa Wilson, Director of Client Services, provides bilingual support in English and Spanish, expanding our ability to serve diverse families with cultural understanding and
clarity.
"Set thine house in order."
- 2 Kings 20:1, Isaiah 38:1
Estate Planning Packages
We offer two core estate-planning solutions: a Will-Based Estate Plan for essential protection and
a Trust-Based Estate Plan for more comprehensive planning and probate avoidance.
Will-Based Estate Plan | Trust-Based Estate Plan |
Price: $399 | Price: $1399 |
Plan Type: Individual or Couple | Plan Type: Individual or Couple |
Includes: Last Will & Testament, guardianship designations, asset distribution, instructions, and final wishes documentation. | Includes: Revocable Living Trust, Pour-Over Will, probate avoidance strategy, asset management structure, guardianship designations, and supporting documents. |
Ideal for: Individuals and families seeking essential legal protection and peace of mind. | Ideal for: Those who want to avoid probate, streamline asset transfer, and protect their estate with a more robust plan. |
Click to See Full Comparison
Will Overview | Trust Overview |
Cover the basics, like who will be responsible for your children and what should happen to your assets after you’re gone. | Your complete plan to protect and transfer your assets. A Trust prevents your loved ones from losing time and money in probate court. |
Includes the documents below | Includes the documents below |
Last Will & Testament | Revocable Living Trust |
HIPPA Authorization | Schedule of Assets |
Living Will | Certification of Trust |
Power of Attorney | HIPPA Authorization |
Living Will |
|
Power of Attorney |
Benefits | Will | Trust |
Nominate guardians for children. | x | x |
Nominate guardians for pets. | x | x |
Decide who will handle your | x | x |
Leave specific gifts | x | x |
Exclude people from your | x | x |
Specify final arrangements | x | x |
Write request & instructions | x | x |
List healthcare wishes | x | x |
Designate healthcare agents | x | x |
Grant access to medical records | x | x |
Effective during your lifetime | x |
|
Prevent probate court | x |
|
Keep estate information private | x |
|
Add conditions to distributions | x |
|
Manage assets if incapacitated | x |
|
Give faster access to assets | x |
|
Reduce risk of legal dispute | x |
|
Membership | Update your estate plan |
|
First 30 days | x | x |
After 30 days | $29/year | $49/year |
Client Support | ||
Available Mon-Fri to answer | x | x |
Attorney Support | ||
Work directly with a licensed | TBD ($199 to $299)? | BD ($199 to $299)? |
Price | ||
Individual | $189 | $489 |
Couples | $289 | $589 |
The Will Plan covers the basics. | The Trust Plan is the most |
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Schedule a Consultation
Schedule your consultation today to leverage our expert insights and drive your organization, business or family forward. Our dedicated team is ready to provide tailored solutions to meet your organization's unique needs.