Estate Planning
What is Estate Planning?
Estate Planning Coaching helps you understand your estate documents, what they mean, and what you may still need.
We guide you through wills, trusts, beneficiaries, and important decisions — in simple, easy-to-understand terms.
No legal advice.
Just clarity, organization, and confidence.
What We Do
Key Points:
- Understand your current documents
- Identify missing or outdated items
- Organize your information properly
- Prepare before meeting with an attorney
- Create a clear plan for your family
Why It Matters
✔ Avoid Common Mistakes
Outdated or incomplete documents cause family stress and legal complications. We help you prevent that.
✔ Organize Everything Properly
We make sure your information, documents, and beneficiaries are set up clearly.
✔ Prepare Before Hiring an Attorney
Save time, avoid confusion, and know exactly what to ask.
✔ Protect Your Family’s Future
Create a plan your loved ones can follow — without guessing.
What’s Included
✔ Explanation of each estate document (in plain English)
✔ Personalized checklist of what you have and what’s missing
✔ Review of beneficiaries and important decision points
✔ Digital document organization system
✔ Clear steps on how to move forward
✔ Support for individuals, couples, and families
How It Works
1. Schedule Your Consultation
Pick a time that works for you.
2. Bring Your Documents (if you have them)
We review what you already have or help you start fresh.
3. Get Your Personalized Plan
Clear action steps, organized documents, and full guidance.
Still Don’t Have an Estate Plan? What You Need to Know to Protect Your Family
Many people delay estate planning simply because they don’t know where to start. This free guide walks you through the essentials step-by-step so you can make clear, confident decisions—without stress, confusion, or costly mistakes.
1. Which documents every family should have.
2. How to choose executors, guardians, and key decision-makers.
3. What to include in your will or trust.
4. How to keep your assets safe and avoid common planning mistakes.
5. What your family needs to know before something happens
REVEALED NOW: Your 2025 Medicare Cost Guide
Turning 65? Get a clear breakdown of 2025 Medicare premiums, IRMAA surcharges, and the penalties that hit if you wait too long to enroll.
Inside the guide:
- IRMAA surcharges by income level
- 2025 Medicare premiums and costs
- Late enrollment penalties
- Bonus: How to avoid all of these costs
No-Cost Guidance
Get free expert advice to compare plans and choose the right insurance for your family's future.
Certified Professionals
Trust our RSSA and AHIP
certifications to guide you.
Request Your Estimate
Receive a customized breakdown of Medicare, life insurance, Social Security, or annuity options that fit your needs.
Free Quoting Tools
Use our free tools and resources to understand your coverage and make confident decisions.
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© Copyright Senior Help And You 2025. All rights reserved.
This is a solicitation for insurance. Important disclosures about Medicare Plans: Medicare has neither endorsed nor reviewed this information. Not connected or affiliated with any United States Government or State agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.