Pass Along Your Values, Not Just Your Valuables.

Quote icon

Take the mystery out of estate planning and consider the peace of mind a comprehensive estate plan can give to you and your loved ones. 

Family

Partnership

CFR, in collaboration with FreeWill, is proud to offer investors exclusive webinars on estate planning. These sessions provide a unique opportunity to create essential legal documents for your estate plan, including:

  • Living Trust or Last Will and Testament

  • Power of Attorney for Finance and Health Care

  • Health Care Directives

  • Guardianship

Take advantage of this extraordinary chance to craft a comprehensive estate plan, tailored to your needs, in a guided and supportive environment.

Difference between wills and trusts

Which estate plan would go through probate?

YES NO

Intestate Succession

No will

Last Will & Testament

Holographic

Witnessed

Outdated

Trusts

Irrevocable / Charitable

Revocable Living Trust
Start The Conversation
Toy Box

Are your assets in your ‘toy box’?

FAQ

Legacy planning doesn't need to be a challenge. We're here to answer your questions.

  • A legal process that occurs when a person dies that involves the validation and administration of their will. Probate can take years and can get expensive.

  • No, it's considered a no-sale transfer.

  • Yes, valuables and other items can be left to your friends and loved ones.

  • Yes, we require a snapshot of the estate in order to best serve you. Any financial information remains confidential.

  • Yes. Life often comes with changes. A revocable trust allows your current life circumstances to be reflected, these changes are called amendments. It’s a good habit to review your documents on an annual basis.

  • Yes. You're one step closer to needing someone to help take care of your assets.

  • Yes. A well thought out estate plan can help younger families think through guardianship and conservatorship. It's not just about how much you have in the bank.

  • Yes. This neat benefit allows you to put real estate from multiple states into your trust.

  • No. You retain ownership of all accounts and assets even though it’s in your trust.

Quote icon

Serving the local church

Are you wondering what it looks like to host a legacy planning seminar at my church? Watch this short video to learn how and why CFR is partnering with churches around the nation, helping them grow in their financial stewardship.