Discover our Estate Planning Package at AIM Wealth Management Group, an essential component of every financial strategy. We understand that your advisor should grasp your financial aspirations fully. Our program meticulously guides you through crafting a Revocable Living Trust, Pour-Over Will, Living Will (Advance Healthcare Directive), Durable Financial Power of Attorney, and a Beneficiary Plan. Ensuring correct titling of your assets is paramount, as improper titling could lead to costly probate proceedings. Our service aligns with your goals, offering a cost-effective means to safeguard your assets. Additionally, we provide notarization and assistance in transferring properties to your trust.* Please note that additional county filing charges may apply. Secure your legacy and protect your loved ones with our comprehensive estate planning solutions.

*AIM Wealth Management Group, LLC uses services provided by Estately by FreeWill a brand name of FreeWill Co. FreeWill Co. is an online service that provides legal forms and legal information. Please note that estate plans may implicate state and federal laws, and estate plans will differ depending on personal circumstances and applicable laws. FreeWill Co and AIM Wealth Management Group, LLC is not a law firm and is not a substitute for an attorney’s advice.