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Estate Planning Made Simple With AWM 

Estate planning ensures your assets are distributed as intended and helps avoid legal complications for those handling your affairs.

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What Is Estate Planning?

Estate planning is the process of preparing essential legal documents that protect you, your family, and your assets in the event of incapacity or death. A proper estate plan gives you the ability to:

  • Decide who receives your property
  • Name guardians for your children
  • Designate someone to make financial or healthcare decisions on your behalf
  • Avoid confusion, delays, and costly court involvement during emotionally difficult times
Without an estate plan, these decisions may be made according to state laws, often through a court process that can be slow, costly, and impersonal.

Why We Partnered with Encore Estate Planning

EncoreEstate Planning is a reputable firm that simplifies estate planning by offering secure, attorney-reviewed services entirely online. We partner with Encore because:

  • Their plans are legally valid in all 50 states
  • Documents are customized and reviewed by licensed attorneys
  • Their process is streamlined and digital, requiring no in-person meetings
  • They offer outstanding, 5-star support to us and our clients

Together, AWM and Encore provide a smarter, stress-free way to complete your estate plan.

Who Is Estate Planning Plan For?

Our Estate Planning Service is ideal for:

  • Individuals or couples who don’t yet have an estate plan or feel their plan is out of date.
  • Clients who want to make sure their medical and financial wishes are honored.
  • Families looking to reduce court involvement and minimize confusion.

Whether you’re single, married, have children, or want your affairs in order, this plan is designed to protect you and the people you care about.

What’s Included With Our Estate Planning Services

Through AWM, you’ll receive access to Encore’s Will-Based Estate Plan, which includes:

  • A Will - Specifies how your assets are distributed and who will care for any minor children after your death.
  • Financial Power(s) of Attorney - authorizes someone to manage your financial matters if you become unable to do so.
  • Advance Health Care Directive(s) / Power(s) of Attorney for Health Care - Appoints someone to make medical decisions on your behalf if you're incapacitated.
  • HIPAA Release(s) - Allows designated individuals to access your medical information.
  • Dual sets of documents for married couples or domestic partners - Each spouse or partner receives their own set of legal documents to ensure individual representation.

All documents are attorney-reviewed, legally valid in your state, and digitally delivered for convenience and security.

How to Get Started

Speak with your advisor to get started, and they will guide you through everything you need to begin the estate planning process.