Planning for the future involves making decisions today that will secure your loved ones tomorrow. At ERider Consulting, we specialize in estate planning by offering personalized will creation and trust services to help individuals ensure their assets are distributed according to their wishes.
A well-crafted will creation or trust services allows you to clearly define how your property and wealth should be handled after your lifetime. Without these essential estate planning documents, your estate may be subject to delays, disputes, and probate complications. We’re here to make the estate planning process straightforward and aligned with your values and goals.
We begin by understanding your family dynamics, financial situation, and long-term priorities. This comprehensive approach enables us to recommend the best estate planning tools, including trust services and will creation, tailored to your unique circumstances.
We guide you through the differences between wills and the various types of trusts, including revocable living trusts, irrevocable trusts, and more, as part of our comprehensive estate planning services. You’ll gain clarity on which option offers the right balance of control, tax benefit, and flexibility in will creation and trust services.
Our estate planning process reduces the risk of legal disputes, ensures vulnerable beneficiaries are protected, and provides your family with clarity during a difficult time, all while offering comprehensive trust services and will creation.
We simplify complex legal terms related to estate planning and explain your options for trust services and will creation in plain language, so you feel confident about the choices you’re making.
No two estates are the same, which is why we prioritize understanding your financial situation and family structure. By doing so, we can develop a personalized estate planning strategy that includes trust services and will creation, ensuring it fits both your needs and goals.
We assist you with estate planning by creating wills and trusts that meet legal requirements and stand up to scrutiny, ensuring your assets are protected and your wishes are honored through our trusted trust services.
As your circumstances evolve, so should your estate planning. We offer ongoing support through our trust services to help you review and update your will creation and other documents when needed.
Estate planning is a personal journey. We listen carefully and respect your values while guiding you with empathy—ensuring you never feel rushed, judged, or overwhelmed. Our focus is on creating a tailored estate planning strategy that reflects what matters most to you, whether it's through trust services or will creation.
We understand that estate planning can bring up a lot of questions. Here are some of the most common concerns we help our clients address when creating or updating their wills and trusts.
Not everyone does. A will allows you to name guardians and specify how your property should be distributed. A trust, on the other hand, can help your estate avoid probate and may offer tax benefits or asset protection. We’ll help you determine the right combination based on your goals.
A revocable trust can be changed or canceled during your lifetime, while an irrevocable trust generally cannot. Revocable trusts offer flexibility; irrevocable trusts can offer greater protection from taxes or creditors. We’ll walk you through which structure makes sense for your situation.
If your assets are properly titled in the name of a living trust, they typically avoid probate. A will alone does not avoid probate. We help ensure your estate is set up to minimize delays and legal complications.
Absolutely. Life changes—marriage, children, financial shifts—often require updates to your estate plan. We recommend reviewing your documents every 3–5 years or after any major life event.
Your estate will be distributed according to your state’s intestacy laws, which may not reflect your wishes. A well-prepared estate plan ensures that you—not the courts—decide what happens to your assets and your loved ones.
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