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PHONE HOTLINE: 321-288-7745 E-MAIL: Brian@NatesFinancial.com
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PHONE HOTLINE: 321-288-7745 E-MAIL: Brian@NatesFinancial.com
Schedule Appointment
Comprehensive Estate Planning

COMPREHENSIVE ESTATE PLANNING

Let us guide you through the intricacies of wills, trusts, and other legal arrangements to help you achieve peace of mind and protect your legacy.

WILLS/TRUSTS/ESTATE PLANNING

We prioritize the unique needs of both individuals and the collective family unit. 

 

  • Revocable Living Trust

    • Income Only Options

    • A/B Trust Option

    • Spendthrift Provisions

    • IRA "Look-through"

    • Optional Sub-Trust for Children

  • Certificate of Trust
  • Last Will & Testament
  • 24/7 Account Access

Our mission is to cultivate trust and respect with each client, all while assisting in the preservation and sharing of their legacies.

 

  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will
  • Advance Directives
  • Online Funding Kit
  • Unlimited Funding Kit
  • Unlimited Funding Letters
  • Online Document Vault
  • Unlimited Updates & Changes
  • Unlimited Restatements

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