Protect your children, assets, and legacy with an estate plan
Many families lack an estate plan due to the high cost of attorney fees and uncertainty about where to begin.
Estate plans through Axiom are:
Affordable
While most estate plans cost an average of $5,000-$10,000, We offer this service to our clients for far less.
Simple
Clients can complete the entire process with a guided and intuitive system.
Flexible
Designed and built by experts in trust & estate law, this platform provides a customized estate plan based on your unique circumstances and preferences.
Estate Plan Package Cost is Just $3,000 and Includes:
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Revocable Trust & Pourover Will
This document helps avoid the long and complex probate process. Trusts are paired with a Pourover Will. The main objective of this kind of Will is to catch any assets in an estate and transfer them into the Trust.
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Last Will & Testament
This document names an executor and communicates your final wishes regarding assets and beneficiaries.
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Guardianship Nomination
These are non-binding instructions to the judge stating who should care for the children if they ever need a guardian.
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Financial Power of Attorney
This gives a designated person the ability to conduct financial transactions, sign documents and make legal decisions on your behalf.
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Advanced Health Care Directive
If something happens and you can’t communicate wishes to a medical team, this document empowers the person designated to make decisions about treatment, symptom management and end-of-life care.
In addition, we offer our clients unlimited, lifetime access to the platform. This means you never have to worry about getting a bill when you need to update your estate plan.
More Information:
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Axiom uses a platform called Wealth.com. Wealth is the industry’s leading estate planning platform, based in Phoenix, AZ. Wealth.com’s in-house trust and estate attorneys have designed and maintained the platform to deliver the legal rigor and quality that is expected from top firms, and is easily accessed by both advisor and client in a collaborative digital ecosystem. Documents are optimized for, and available in, all 50 U.S. states and D.C.
See below for additional resources:
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· Individual and Joint Revocable Trusts (i.e., Living Trusts): Includes a Pour-Over Will, Nomination of Guardianship, Tangible Personal Property List (if applicable), General Assignment, Certificate of Trust, Schedule of Property, and Wealth’s proprietary Trust Owner’s Manual
· Last Will & Testament: Includes a Nomination of Guardianship, Tangible Personal Property List (if applicable), and Wealth’s proprietary Will Manual
· Advance Health Care Directive: Includes HIPAA Authorization
· Financial Power of Attorney
· Nomination of Guardianship
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Our team at Axiom Wealth will walk you through each step of the way and will guide you throughout the entire process. Additionally, the Wealth platform itself is infused with guidance throughout from their legal team. As you create your documents, you will see best matches and intelligence produced from the data you have entered as well as Frequently Asked Questions. Wealth also provides many layers of human support. Wealth is a US based team available through phone, live chat, and email. They are also available to do virtual live support meetings.
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The cost to create your estate plan is $3,000. This is a one time cost and includes lifetime access to your account which offers free updates anytime there is a change with your personal situation. Estate plans through an attorney oftentimes average $5,000 and can exceed $10,000-not accounting for additional fees when changes to your plan are required.
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Yes, the platform offers state-specific estate planning solutions in all 50 states plus the District of Columbia (D.C.).
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"I'll get around to it later"
The No.1 reason people say for not having an estate plan is they just haven't gotten around to it yet. While no one likes to think about their mortality, it's essential to be prepared if the unthinkable happens.
"It's too complicated"
Many people believe estate planning is complex, tedious and time-consuming, but it doesn't have to be. Wealth's digitial platform makes estate planning intuitive and accessible.
"I don't own anything of value"
Estates are more than what's in your bank account. It includes everything you own, including your property, investments and valuables. An estate plan ensures what you cherish goes to the people you care about.
"It's too depressing to think about"
Estate planning forces people to talk about hard things: death and money. However, those who have set up an estate plan describe the process as "helpful and "a relief" and say they wish they had done it sooner.