Estate Planning
Beyond Paperwork – Bringing Your Estate Plan to Life
Estate Planning: More Than Just Documents
Estate planning is one of the most important parts of financial planning—and one of the most complex.
Your financial plan is only as strong as your estate plan. The truth is, a financial plan doesn’t work without a sound estate plan, and an estate plan doesn’t work without a sound financial plan.
Creating a trust is easy. Any attorney can draft documents. But a trust without funding is just paper.
Our curated portfolio of trust-owned annuities and long-term care products work hand in hand with your estate plan, ensuring that your assets – and you – are protected from the high cost of aging.
A True Planning Partner—Not Just a Product Provider
We’re not attorneys—and we don’t try to be. Instead, we work closely with estate planning and elder law attorneys, helping you build a cohesive plan keeping you in control of your assets.
Our Aging Community Deserves More Than a Policy
You don’t have to wait until something goes wrong to start planning. At Elder Life Group, we empower agents and advisors to be true planning partners. Our estate planning suite isn’t just a collection of products—it’s a strategy designed to support legal and financial goals.
Guidance, strategy, and support—let’s start planning today.
Is Estate Planning Right for You?
Estate Planning isn’t just about having all of your documents in place. It’s about the loved ones that you leave behind, and ensuring that your wishes are honored. Because your plan matters.