Wills & Trusts Guidance

Plan Today for Tomorrow

Wills & Trusts Guidance

It’s no surprise that many delay estate planning—it involves confronting mortality, cost concerns, and the misconception that it’s only for the wealthy. Combine this with uncertainty about where to start and the lack of immediate benefits, and the hesitation is understandable.

However, taking that first step can provide clarity and help you start building a lasting legacy for your loved ones, both now and in the future.

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The 4-Step Estate Planning Process

Step 1 - Organize

We guide you through gathering and organizing your assets, ensuring nothing is overlooked. Together, we’ll clarify your family and legacy goals to create a clear, personalized foundation for your financial or family plan.

Step 2 - Establish

A licensed Estate Planning Attorney ensures your will, trust, and powers of attorney are designed to meet your specific goals. Don’t have one? We’ll connect you with trusted local professionals.

Step 3 - Funding

Trust funding is often overlooked. We help simplify the process by updating beneficiary forms and aligning your accounts help distribute assets as planned.

Step 4 - 24/7 Access

Keep your estate plan accessible on the go with our mobile-friendly solution. Store your will, trust, power of attorney, and vital documents securely, ensuring your loved ones are prepared during emergencies when it matters most.

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"Setting up a Will, Trust, and Powers of Attorney can provide significant benefits for you and your family. Take the necessary steps to evaluate your family, possessions, asset distributions, and everything else important to you."

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Breaking Down the Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

Our Team

Rick Leidal, AIF®

Owner/President

Chris Leidal

Medicare and Retirement Consultant

Alex Leidal

Financial Advisor

Pattie McCusker

Corporate Administrator

Kendra Gingo

Corporate Adminstrator

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