Your plan should evolve as your life does.

It may be premature to say “you’ve made it” but . . . you’re on your way.  Your children are growing into adults, you’re in peak earning years at work and you finally seem to have that elusive combination of a little bit of money and a little bit of time to enjoy it.  Life is good! Still busy but definitely good. It seems like before every trip you take though, there’s a brief moment of panic when you wander: what if. What if the unthinkable happens? It’s been years since you created your Will (or maybe you never quite got around to it) and now that your life has changed, shouldn’t your plan reflect that?  Maybe it’s time to finally quiet that nagging voice in your head, telling you to update your Will. Families change, finances change, priorities change, and it’s important that your plan reflect your evolving life. You want an experience that will deliver that revised plan quickly and affordably, so you can get back to enjoying the time and money you’ve earned.  It shouldn’t be so difficult to create an estate plan that reflects the changes your life has taken.

We can deliver.  At Asurest, we understand that lives, families and priorities change, so we work with you to create a customized solution that fits.  We’ll meet you in your home for the discussion and put a plan in place that works for your unique situation, just like we have for hundreds of clients.

Click the button below or give us a call.  One short phone call and you’ll have taken an important first step to putting your affairs in order.  Stop worrying what if every time you travel and enjoy your vacation with some well-earned peace of mind. Click below to get started or call us today 804-525-9924. 

  • Review and discussion of asset planning strategies
    • Will vs. Trust
    • Transfer on Death Deed
    • Titling strategies
  • Medical Directives (Advance Medical Directive, Healthcare Power of Attorney, Living Will)
  • General Power of Attorney
  • Will (and/or Trust)
  • Personal Property Disposition List

We'd love to have a conversation with you.

Documents provided by Asurest are part of flat-rate packages, so you can rest assured there will be no hidden fees, no surcharges, no surprises.

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