ESTATE PLANNING SOLUTIONS

Protect Your Families Assets Easily, Fast and Securely with Zen Legal Planning’s Virtual Estate Planning Interview.







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Estate Planning

We provide estate planning services for individuals and families. The value we provide rests in the relationships we build with our clients, the plan we design specifically for you, and the systems we’ve created to ensure your plan will never stop working for you and your family.

Communicate your final wishes and protect your family

Ensure your affairs are taken care of if you are unable to do so yourself

Keep your family out of court and out of conflict

Specify what actions should be taken for your health in the event you cannot do so yourself

Ensure all your assets are properly transferred into your living trust

Comprehensive planning for your children should something happen to you

4 Reasons To Avoid Probate

4 Reasons to Avoid Probate – Privacy Issues: your assets and beneficiaries become public record after probate proceedings – Expensive Legal Fees: court and attorneys are on the rise every year and they are significantly higher than fees for settling

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Benefits of estate planning

Centralized hub for managing your assets (trustee named in trust holds legal title to properties in trust) Allow preservation of wealth (each state has unclaimed properties because people forget what type of assets they own) Ability to determine the way

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Meet Eric

Meet Eric

I found Zen Legal Planning with one goal in mind - to become a trusted advisor, guiding my clients through the complex and often confusing maze of financial and legal decisions, and to create plans that will ensure the well-being of their families. My focus is to help you so you can live a quality life knowing you’ve done the right thing, and ultimately, to give you the peace of mind you deserve.

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