Estate Planning
Plan for Tomorrow. Protect What Matters Today.
Make sure your wishes are respected, your loved ones protected, and your legacy preserved—on your terms.
Clarity
Define who gets what, how, and when—before someone else does.
Protection
Name the people you trust to handle your medical, financial, and family matters if you can't.
Peace of Mind
Accidents happen. Get the documents in place now—so you’re not scrambling later.
What Is an Estate Plan, Really?
Planning with clarity and care
At We Financial, estate planning is an extension of your overall financial strategy. It’s not just about preparing for death—it’s about planning for life, with clarity and care.
We break it down into five essential questions:
Give
Who inherits your assets?
Name the people or causes that matter most to you.
How do they receive them?
Outright gift, trust fund, staggered payouts? You decide.
.
Protect
Who handles your healthcare decisions if you can’t?
A medical directive gives someone you trust the legal right to act on your behalf.
Who manages your finances if you’re incapacitated?
With a durable power of attorney, you stay in control—even if you’re not there.
Who takes care of your children?
Choose guardians for your kids, not a judge.
Why you need an estate plan
The Smartest Move You’ll Make
Life doesn’t always go according to plan—and when it doesn’t, you want your loved ones protected, your wishes respected, and your legacy intact. An estate plan puts you in control of the “what ifs”—so your family doesn’t have to deal with legal messes, public court processes, or difficult decisions during already difficult times.
Whether you’re building wealth, starting a family, running a business, or just want clarity for the road ahead—estate planning is a key part of financial wellness.
Control
Without a plan, courts make the decisions for you. With a plan, you stay in the driver’s seat—now and later.Privacy
A will becomes public record through probate. A trust can keep your assets and wishes private (in many states).Peace of Mind
Life is unpredictable. Estate planning ensures your family isn’t left in the dark—or in court.What’s Included in a Solid Estate Plan
An Estate Plan Built Around You
We don’t believe in cookie-cutter templates. Your life is unique—your estate plan should be too. That’s why we take the time to understand your assets, values, family dynamics, and long-term goals. Whether you’re a tech exec with equity, a founder with complex holdings, or a parent planning for your kids’ future, we craft an estate strategy that fits your world. It’s more than paperwork—it’s peace of mind, customized.
Will
A legal document stating how your assets should be distributed.
Trust
A flexible tool to manage, protect, and transfer wealth—often with tax advantages and more privacy.
Medical Directive
Also known as a healthcare proxy, it names someone to make medical decisions for you if needed.
Power of Attorney
Gives someone the authority to handle your financial matters if you can’t.
How the Process Works
We make estate planning simple, structured, and efficient. As it should.
1. ENTER DATA
A quick and secure intake—most clients take 20–30 minutes.
2. REVIEW DOCUMENTS
You’ll receive a document pack (~80 pages) with a plain-English guide. No law degree required.
3. SIGN & NOTARIZE
Finalize your plan with signatures and a few official steps. We guide you through it.
Transparent Pricing
We’ve negotiated flat fees with vetted estate attorneys.
No hidden fees. No upsells. Just solid planning, done right.
Will based plan
$1,000
Trust based plan
$1,750
Your Legacy, Your Way
Estate planning with We Financial is about more than just documents—it’s about making smart, human decisions for the people and future you care about most.
Freedom
Empower yourself now, and choose who steps in later.
Future
Make sure what you’re building today lasts beyond tomorrow.
Family
Protect your loved ones from the unknown, and give them the gift of clarity.
Ready for your Estate Plan?
Book your free session and let’s build a legacy that lives on your terms.
Disclaimer:
We are not a law firm and our employees are not acting as your attorney. The information contained in the Site is general legal information and should not be construed as legal advice to be applied to any specific factual situation. If you are unsure whether your particular situation requires that a document be changed, you should consult a lawyer. Any use of the Site DOES NOT create or constitute a solicitor-client relationship between Oui Financial® or any employee of or other person associated with Oui Financial® and a user of the Site. As the law differs in each legal jurisdiction and may be interpreted or applied differently depending on your location or situation, the information or use of documents on the Site is not a substitute for the advice of a lawyer.
FAQ
Still have questions?
We’ve got answers—and if you don’t see yours here, just book a free session below to talk estate planning.
What’s the difference between a will and a trust?
A will is a legal document that outlines how your assets should be distributed after your death and can designate guardians for minor children. However, wills typically go through probate, which is a public and sometimes lengthy court process. A trust, on the other hand, allows you to transfer assets to beneficiaries without probate, offering more privacy and potentially faster distribution. Trusts can also provide greater control over when and how your assets are distributed.
Do I need an estate plan if I’m not wealthy?
Yes, estate planning isn’t just for the wealthy. Regardless of the size of your estate, having a plan ensures that your assets are distributed according to your wishes, can help avoid unnecessary taxes, and appoints someone to make decisions on your behalf if you’re incapacitated. It also provides clarity and peace of mind for your loved ones.
3. How often should I update my estate plan?
It’s recommended to review and potentially update your estate plan every 3 to 5 years, or whenever you experience significant life events such as marriage, divorce, the birth of a child, or substantial changes in your financial situation. Regular updates ensure that your estate plan reflects your current wishes and circumstances.