Estate planning is about making your wishes clear, protecting the people and things that matter most to you, and making it easier for your family to know what to do when the unexpected happens.

At Setter Financial, we help individuals and families understand their estate-planning options and guide them through the process from beginning to end.

We can assist with:

• Wills
• Revocable living trusts
• Financial Powers of Attorney
• Healthcare Powers of Attorney
• Beneficiary planning
• Real estate retitling into a trust
• Updates and amendments to existing estate plans

We start by helping you identify your goals, understand your options, and gather the information needed to create your estate plan. We then work with attorneys who prepare the legal documents, so you have professional legal-document preparation as part of the process.

Our estate-planning services are available in 49 states, making it possible to help individuals and families well beyond our local area.

Whether you want to help avoid probate, provide for children or grandchildren, decide who will manage your affairs if you become unable to do so, protect your home, or simply make sure your wishes are clearly documented, we help make estate planning easier to understand and complete.

Consultations are free, and Financial and Healthcare Powers of Attorney are provided at no cost through our estate-planning services.

Setter Financial is affiliated with Estate Guru for estate-planning services. All estate-planning legal services and document preparation are completed through Estate Guru’s legal team. Setter Financial helps clients understand their options, gather the necessary information, and move through the estate-planning process, while Estate Guru’s legal team handles the legal work and prepares the documents. 

Setter Financial works with attorneys who prepare estate-planning documents and offers estate-planning services in 49 states.

Estate-planning services may include wills, revocable living trusts, Powers of Attorney, and related planning needs.

Setter Financial is not a law firm and does not provide legal or tax advice. Legal services and estate-planning documents are provided through Estate Guru’s legal team.