Services
Estate Planning
Our Legacy Builders are equipped to provide you and your family with a quality estate planning education that will allow you to make the best decision for you and your family.
Funding Your
Living Trust
One of the most crucial mistakes people make when purchasing a Living Trust is the failure to “fund” the trust. When you partner with us, we do all of the funding for you, so your Living Trust can do exactly what it is designed to do.
Estate Settlement Assistance
What happens to our estate once we pass away? How do we settle the estate? Great question! When you have a Living Trust with AFEPI-NW, when you pass away, we will help the family settle the entire estate at no cost. Our motto really comes to life during those difficult times: “We will be there when you need us the most.”
Last Will & Testaments & Living Trusts
Whether you choose a Last Will and Testament or a particular Living Trust, AFEPI-NW will provide you with a fully customized estate plan that will help to meet your goals.
Business
Contingency Plans
Is there anything legal in place that directs what happens to your business (or your share) if you were to become incapacitated? Or if you pass away? Ensure your business has a contengecy plan or else your partner(s) or spouse could find themselves in a probate process.
Keeping Your Estate Plan Up-To-Date
Often you will hear people say, “We got a Living Trust or a Will about ten years ago, but it’s probably outdated by now.” When you have an estate plan with AFEPI-NW, we contact you once a year and ask a series of questions that help determine whether or not an update to your plan is needed. This is to ensure that your estate plan never becomes outdated.
Financial Powers of Attorney & HCD's
Frequently neglected during the estate planning process is the consideration of what happens if you incapacitated. All of our estate plans include both a Financial Powers of Attorney and Medical Powers of Attorney & Healthcare Directives.
Current Estate Plan Review
Do you already have a Last Will and Testament or Living Trust in place? No problem. If you would like to ensure that your plan is current to your wishes and desires and covers all of your assets, we will review your existing estate plan at no cost.
Future Estate Planning Education & Advice
Once you have an estate plan with AFEPI-NW, all of your future legal questions regarding your estate will be answered at no cost to you. Further, we extend this service to your immediate family members, whether they have an estate plan with us or not.
We Respect Your Privacy
Sharing of Personal Information:
AFEPI-NW, LLC will not share, sell, or disclose your personal information or mobile opt-in data to third parties without your explicit consent, except where required by law. Your information is kept confidential and used solely for the purposes you have agreed to. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with third parties. Text messaging opt-in data is not being shared with third parties.
Opting Out of Text Messages:
You have the right to opt out of receiving text messages from AFEPI-NW, LLC at any time. To opt out, you can reply "STOP" to any text message you receive from us.
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Consent and Opt-In:
By providing your phone number and opting in to receive text messages, you consent to the collection and use of your personal information as described in this policy. We ensure that your consent is obtained explicitly and that you are informed about the types of messages you will receive.