Estate Planning, Made Simple

Why Most People Avoid Estate Planning (And Why We Don't Blame Them)

Planning Your Legacy Shouldn’t Feel Like a Root Canal.

Most people delay estate planning because they don’t know where to start, they worry about making the wrong decisions, expensive mistakes, or they think they don’t really have an “estate”, so a simple will should be “good enough.”

The truth is a will isn't an estate plan any more than a Band-Aid is a medical degree. A true estate plan covers more than just who gets the dining room table or 401k — it protects you while you’re living, guides your loved ones when you’re not, and includes the entire toolkit (think: trust, powers of attorney, healthcare directives, and more). A will is just one piece. We build the whole puzzle — and make it simple…all in a matter of a few weeks, not months.

We walk with you step by step, helping you understand your options with simplified documents, 24/7 digital accessibility, dedicated estate planning attorneys, and personalized, concierge level support…all without drowning you in legal jargon.

At The Protective Financial Group, we provide the clarity and structure you need to move forward with confidence – to protect you, and your family.

A Smarter Way to Protect Your Legacy in 4 Easy Steps

Estate planning doesn’t have to be confusing, expensive, or full of legal mumbo jumbo. Our attorney-guided, tech-enabled, process makes it painless — and even kind of empowering. Here’s how it works:

Step 1

Meet with a Trusted Advisor

Start with a simple conversation. You’ll meet with your dedicated Trust Advisor (your estate planning sidekick) to go over your goals, family situation, and any burning

questions. We’ll explain our

process, and your options in plain English — no legalese, no pressure.

Step 2

Create Your Legacy Plan

Once you’re ready we will build your trust, powers of attorney, will, and more through our secure, guided platform — at your pace.

We’ll help you organize everything, guide you quickly and easily through each step, until your plan reflects what you actually want.

Step 3

Review Your Legacy Plan & Sign

Your dedicated estate planning attorney reviews your full package, makes any needed tweaks, and

ensures it’s legally airtight.

Then we walk you through signing, step by step — so you know it’s done right.

Step 4

Access & FREE Updates + Ongoing Support

Your plan lives securely online, ready to access or update 24/7.

Need to add a new grandkid as a beneficiary? Change your healthcare agent? Have a more complicated question? No problem — FREE updates and attorney access are included.

Your Estate Planning Questions, Finally Answered.

Let’s be honest — estate planning has a reputation for being confusing, boring, and something you’ll “get to someday.” Most people have no idea what they actually need (and spoiler alert: it’s not just a will).

That’s why we built our Protect Your Legacy process — to cut through the legal fog, bust the myths, and give you straight, simple answers. No jargon. No pressure.

Just real education, personalized support, and a smart plan that makes sense for your life.

You’ve got questions. We’ve got your back.