Estate planning is more than just passing on your assets—it's about creating a lasting legacy that reflects your values, protects your loved ones, and honors your intentions.
At Sentient Wealth Group, we guide you through the estate planning process with clarity and care—so your wishes are thoughtfully defined and executed. Whether you're just starting or updating an existing plan, we help you build a strategy that fits your broader financial goals.
We believe so strongly in the importance of estate planning that we've built a streamlined process to help clients create essential estate planning documents, including wills and trusts through a third-party vendor called Trust & Will. Through this guided approach, we help you move forward with confidence—making the process simple, efficient, and accessible.
Depending on your situation, these services may be available at no cost for clients or at a preferred rate for members of our broader community. It's our way of helping ensure everyone has access to a thoughtful, well-executed estate plan.
Create legally sound documents, through Trust & Will, that clearly define how your assets will be distributed and who will care for your dependents.
Ensure your retirement accounts, insurance policies, and investment accounts align with your overall estate plan.
Design a plan aligned with your values—one that creates lasting impact for the people and causes you care about most.
Without a clear plan in place, the future of your estate—and the well-being of those you care about—could be left to chance. A well-structured estate plan aims to ensure your assets are distributed according to your wishes, minimizes legal complications for your family, and protects vulnerable heirs.
Estate planning isn't just for the wealthy—it's for anyone who wants to make thoughtful decisions today that will have lasting impact tomorrow.
Estate planning can feel overwhelming—but you don't have to navigate it alone. At Sentient Wealth Group, we bring a steady hand and a clear, thoughtful process to help you make confident decisions.
We'll start with a short conversation where we'll walk you through the program, answer your questions, and send you a secure link to get started.
Schedule Your Introductory CallYou'll be guided through a secure, easy-to-use online process to create your personalized estate planning documents—such as a will or trust—based on your individual needs and circumstances.
Service Access:
(Exact pricing and document options will be provided during the introductory call.)
You're never on your own. We'll be available to answer questions and support you through the entire process.
As part of this service, we can also help you review and update the beneficiaries on your retirement or investment accounts to ensure everything aligns with your wishes.
Once your documents are complete, you'll have confidence that your loved ones have a plan in-place aimed to protect and secure your legacy.
We offer access to Trust & Will, a leading online platform, that allows you to create personalized estate planning documents, including wills, trusts, and other essential documents. The experience is designed to be straightforward and efficient, helping you move through the process with confidence.
Special Pricing:
Sentient Wealth Group Clients: Complimentary
Non-Clients: 15% off standard Trust & Will pricing
| Plan Type | Original Price | 15% Discount | Discounted Price |
|---|---|---|---|
| Trust (Couple) | $599 | $89.85 | $509.15 |
| Trust (Individual) | $499 | $74.85 | $424.15 |
| Will (Couple) | $299 | $44.85 | $254.15 |
| Will (Individual) | $199 | $29.85 | $169.15 |
Detailed document options, pricing, and eligibility will be shared during your introductory conversation.
Trust & Will is not affiliated with or endorsed by LPL Financial. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
