Client Questions, Answered.
Frequently Asked Questions
We understand that estate planning can feel overwhelming. This page is designed to answer common questions about the process and how E & M Legacy Planning provides the guidance and clarity you need to protect your family's future.
Our Services
What documents can I create through the platform?
The documents you can create include Living Trust, Last Will and Testament, Financial Power of Attorney, and Healthcare Directives. These documents help outline your wishes and organize important decisions for your loved ones.
Do you offer life insurance?
Yes. As licensed insurance professionals, we help families explore options like providing financial support, covering final expenses, and helping protect family assets. We can help you explore life insurance options that provide financial protection for your loved ones.
Document & Platform Information
Are the estate planning documents legitimate?
Yes. The estate planning documents available through our platform are generated using attorney-drafted templates designed to meet state requirements. The system guides you through a step-by-step process to gather the information needed to prepare your documents.
Once completed, documents must be signed and notarized according to your state’s requirements.
How long does it take to complete the documents?
The time needed to complete your estate planning documents can vary depending on your situation and how prepared you are with the information needed.
The system is designed to be simple and straightforward, guiding you step-by-step through the information needed to generate your documents.
You can complete the process at your own pace and return to it if you need more time to gather information.
Getting Started & Support
How do I get started?
You can begin in whichever way feels most comfortable for you.
What if I need help while completing the documents?
If you would like guidance while organizing your affairs, you can schedule a free education call. We are happy to answer questions and help you better understand the planning process.
Do I need an attorney to create estate planning documents?
Many families are able to prepare basic estate planning documents using guided document preparation platforms. However, every situation is different. If you have questions about your specific situation, you may wish to consult with a licensed attorney for legal advice. E & M Legacy Planning provides education and guidance but does not provide legal advice.
Still Have Questions? We’re Here to Help.
We understand that estate planning can feel overwhelming. Our team is dedicated to providing clarity and peace of mind. Reach out today to discuss your specific needs and take the first step toward protecting your legacy.