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.

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.

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.”
 

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.

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.

Often you will hear people say, “We got a Living Trust or a Will about ten years ago, but it’s probably outdated by now.”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 This is to ensure that your estate plan never becomes outdated.

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.

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.

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.