The Meaningful Gift That Protects What Matters Most
China and linens are lovely, but an estate plan gives newlyweds the foundation to build their future together with confidence.
Give the Gift of Security70%
of married couples don't have coordinated estate plans
Only 1 in 3
newlyweds discuss estate planning in their first year
100%
of couples need protection for their shared future
FOUR ESSENTIAL DOCUMENTS FOR NEWLYWEDS
REVOCABLE LIVING TRUST
Protects jointly owned assets and ensures seamless transfer between spouses without probate delays or court intervention.
ADVANCE HEALTH CARE DIRECTIVE
Ensures each spouse can make medical decisions for the other during emergencies when verbal consent isn't possible.
DURABLE POWER OF ATTORNEY
Allows spouses to manage finances, property, and legal matters for each other if one becomes incapacitated.
COORDINATED BENEFICIARIES
Aligns all accounts, retirement plans, and life insurance to reflect your new marital status and protect your spouse.
START YOUR MARRIAGE WITH PEACE OF MIND
Comprehensive estate planning for engaged couples starts at $2,000
Includes coordinated trusts, advance health care directives, durable powers of attorney, and beneficiary alignment for both spouses.
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