Build a Legacy That Protects What Matters
Estate planning does not have to be cold, confusing, or overwhelming. This is a guided way to protect your loved ones, your wishes, and the energy you have built into your life.
Why People Put This Off
(and Why You Don’t Have To)
Most people know they “should” have a plan, but avoid it because it feels heavy, legal, or intimidating. This approach is different.
It is designed to be:
- calm, guided, and intentional
- focused on clarity, not complexity
- aligned with protecting your people and your peace
Estate planning is not about paperwork.
It is about removing uncertainty so your loved ones are not left guessing.
What This Helps You Put in Place
- A clear plan for how your assets and responsibilities are handled
- Instructions for medical decisions if you cannot speak for yourself
- Trusted decision-makers, chosen by you
- A way to avoid unnecessary conflict, delay, or court involvement
- Documents that work together, not in isolation
This is designed for everyday people, not just the ultra-wealthy.
How it Works
A Simple, Guided Process
- Start with a short intake
- Answer questions at your own pace
- Choose the level of guidance you want
- Review and confirm your wishes
- Finalize and sign
No pressure. No rush. Support available if you want it.
Guidance Options
Choose the Level of Support That Feels Right
- Self-guided with clear prompts
- Guided support from a planning professional
- Attorney-guided review if desired
You are not locked into one path. You choose what feels aligned.
Built for Real Life
- Secure digital access
- Ability to update as life changes
- Share with trusted people when ready
- Designed to work across states
- Human support available
Your plan should evolve as you do.
Why Everlast Wealth Offers This
At Everlast Wealth, we believe protection is not just financial.
It is emotional. Relational. Energetic.
This is one of the ways we help people create stability, clarity, and continuity, so their families are supported long after important decisions are made.
Begin Your Legacy Plan
This intake helps us understand your situation and connect you with the right support.
Need a Little Guidance?


