What's Included

| One Plan. All The Documents. Everything Covered.

Your estate plan isn't one document doing one job. It's eight pieces, each protecting a different part of your family's life. Here's what each one actually does.

Your Revocable Living Trust

The Piece That Keeps Your Family Out Of Court.

This is the piece that keeps everything else from falling apart. Your family skips court entirely, because what's inside the trust is already yours to pass on.

Your Living Will

Your Wishes, Already Decided.

Your end-of-life wishes, written down, so your family never has to guess or argue about what you would have wanted.

Your Trustees

You're In Control, For As Long As You're Able.

You name who's in control if you ever can't be, and you stay in full control yourself for as long as you're here.

Your financial POA

Your Money Keeps Moving.

Names who can step in and manage your finances if you can't. Nothing freezes the moment something happens to you.

Your Healthcare POA

Someone You Trust, In Charge.

Names someone you trust to make medical decisions if you're ever unable to make them yourself. It stays with the people you chose, not a stranger, and not the state.

Your Advanced Directives

One Less Decision Left To Your Family.

You decide in writing your end-of-life healthcare decisions. This way, the people you love don't have to make these decisions during the worst moments of their lives.

Your Beneficiaries

You Choose. Not A Form, Not A Court.

You choose exactly who gets what, in writing, so nothing is left to guesswork or a default form nobody remembers filling out.

Your Final Wishes

Your Own Words, To The People You Love.

Not a legal requirement. Just the piece that lets your family hear directly from you, in your own words, when it matters most.

Ready to see

The Whole Plan?

One conversation. No obligation. Just clarity.

Simple Trust & Wills

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Serving Northeast Florida locally, and families across the U.S. We provide comprehensive estate planning built with modern tools, refined processes, and trusted professional partnerships.

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  • 12724 Gran Bay Pkwy Ste 410
    Jacksonville, Florida 32258

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