Your retirement savings built security for you, now pay it forward with smart estate planning. For a lot of people this can feel intimidating, so we partner with Gentreo to take the fear, stress, and effort out of estate planning. Create your complete, legally binding estate plan for only $75 the first year and $50 a year thereafter.
Our estate planning service helps you:
The guided platform walks you through what you need based on your circumstances and goals.
Generate state-specific wills, powers of attorney, and other essential documents online.
Save everything in your digital vault and share access with trusted loved ones or advisors.
Explore answers to common questions from members like you, so you can move forward with confidence.
An estate plan clarifies how your assets and responsibilities should be managed or distributed if you become incapacitated or pass away. This typically includes wills, powers of attorney, trusts, and healthcare directives.
Anyone over the age of 18 can create an estate plan but realistically, you won’t need one until you have significant material assets (like a home) and financial obligations (like mortgages and/or savings you want to leave behind for loved ones.)
Life changes, so your estate plan will, too. You can update your documents when major changes happen, like marriage, children, or you acquire new assets.
You should share your estate plan with the people you trust to act on your behalf if anything ever happens to you. Consider your executor, financial advisor, or a healthcare proxy.
Wills, powers of attorney, digital document vaults … This can all sound a little complex, but at Somerville’s we can make it a little easier. Reach out to get started.
