How It Works

| The Simple trust & Wills Plan

You've done the hard part. You decided to actually take care of this instead of putting it off. From here, six steps take you from that decision to a plan that's fully in place, funded, and ready if your family ever needs it. Nothing skipped. Nothing left for later.

1. We Find Everything

Accounts, property, policies, jewelry, collectibles, artwork, anything that's yours. If it's not on the list, it's not in the plan.

2. We Label Your Stuff

What money is for retirement, what's for care later on, and what's meant for the people you love.

3. We Guide You The Documents

We build the trust step by step, so it says exactly what you want it to say. We aren't lawyers or providing legal advice, we're helping you understand what gets filled out where.

4. We Find The Gaps

We build the trust step by step, so it says exactly what you want it to say.

5. We Sign And Notarize

You review the draft, make any changes, and make it official.

6. We Fund It

Beneficiaries, titling, and a clear plan to actually move everything into the trust. This is the step almost everyone skips. It's the one that makes all the rest real.

| What Guides Everything We Do

Three hallmarks shape every meeting, every recommendation, and every decision we make together. They're not a promise.

They're how we operate.

Stewardship

We treat your estate plan like it's our own. Every recommendation, every strategy, every meeting, it all starts with your best interest. Stewardship isn't a policy we follow. It's the standard we hold ourselves to every single day.

Transparency

Transparency means we can always explain what we did and why. Every recommendation ties back to your plan. Every decision has a reason. And every step of our work together gets documented so that reason is never lost.

Technology

Estate Planning is more complex than it used to be. We use technology to make it simpler. From the tools we use to build your plan to the Generational Vault. Everything is organized and available whenever you need it.

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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Contact Details

  • (904) 569-6034

  • 12724 Gran Bay Pkwy Ste 410
    Jacksonville, Florida 32258

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