What it is
Estate planning is making sure what you have goes where you want, and that someone you trust can step in if you cannot speak for yourself. It can be simpler and more affordable than most people think.
Jerry helps you get started and works with trusted estate planning partners who prepare the documents.
Who it's for
Parents with minor children, homeowners, blended families, retirees, and anyone who would rather their family not go through probate court or guess about their wishes.
How it works
We start with a conversation about your family, your home and your accounts. Jerry helps you organize what you have and connects you with a partner who drafts the documents. We also review beneficiaries on your insurance and retirement accounts so everything lines up.
Common options
Revocable living trust
Holds your assets during life and passes them to your family, often without probate.
Will
Names who receives your property and who will care for minor children.
Power of attorney
Names someone to handle your finances if you cannot.
Healthcare directives
Puts your medical wishes in writing and names who can speak for you.
Beneficiary planning
Makes sure your life insurance, annuity and retirement account beneficiaries are current.
Avoiding probate
Ways to help your family skip or shorten the court process.
Frequently asked questions
Do I need a trust or just a will?
It depends on your situation. A trust may help avoid probate, while a will may be enough for some families. A partner attorney can advise you.
Is this expensive?
Costs vary. We will go over options so there are no surprises.
Does Jerry give legal advice?
No. Jerry helps you get started and organized. Legal documents and advice come from licensed estate planning partners.
When should I update my plan?
After a marriage, divorce, birth, death or move, or every few years.
Let's talk about your family's plan
A free, no-pressure review with Jerry Hall. We'll look at where you are and walk through options that may fit.
Book Your Free ReviewHall Financial Services does not provide legal or tax advice. Legal documents are prepared by independent licensed professionals. This page is general information, not a guarantee of coverage, benefits or results. Insurance products offered through licensed agents. Not all products available in all states. Coverage is subject to underwriting and the terms of the policy or contract.