Customized estate planning as unique as your family, going beyond traditional estate plans.

Secure Your Legacy with Personalized Estate Planning

Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you?

Estate Planning

Estate planning is the last gift you will give your loved ones. Your estate plan should be tailored to your unique family dynamics and protect your loved ones from probate and conflict. Fowler Legacy & Estate Planning will educate and guide you through in-depth counseling that considers your individual circumstances, your assets (financial and intangible), and your budget to help you create the right plan for your family.

Each estate plan we craft is unique, but they often include:

  • Trusts to protect specific assets from your estate

  • Advanced directives to ensure your family and physicians know your plan of care if you’re incapacitated and unable to make decisions

  • Guardianships/conservatorships to protect a minor child or adult in your care

  • A will to provide for disposition of your assets and your belongings outside of your trust

Protecting your assets and your loved ones with an estate plan is crucial, but the legacy you leave behind means more than finances. We help you face your mortality and pass along the wealth of your wisdom and values, as well. Our estate plans go beyond traditional estate planning so that your last gift is your greatest gift.

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Kids Protection Plan

Having a will or naming godparents is simply not enough to keep the court system from making decisions about your children’s care in the event of your incapacity or death. (Surprising, we know.)

Don't let a judge, who doesn't know you or what matters to you, decide who raises your children or handles the money you’ll leave behind.

Legally naming guardians is the first step to keep your family out of expensive and unnecessary conflict.

It only takes minutes, and it’s absolutely free.