Estate Planning Document Preparation Assistance

Estate Planning Preparation Assistance at MainStreet Financial Planning guides clients through the document preparation process by helping to provide answers to common questions asked about end of life care. Some of the documents being reviewed are a will, a durable power of attorney, a medical power of attorney and potentially a revocable living trust.

What We Offer

Signing estate document

No ‘boiler plate’ documents

Each estate plan is customized for you to reflect your unique wishes.


Attorney drafted

Your plan is assigned to a licensed attorney in your state and they are responsible for your plan.

Time and money

Save time and money

Most estate planning documents are ready to generate in about an hour. Your documents are shipped in 5-7 business days.

Shaking hands

Attorney recommended

Your attorney will recommend the right documents based on your specific needs.

How It Works

  • Create

    Execute and fund custom estate plans specific to your needs.

  • Share

    Track, access and share documents with those named in your estate plan.

  • Store & Maintain

    Your documents are stored securely on the cloud and can easily be amended.

  • Settle

    Help insure your wishes are accurately carried out when the time comes.

Get Started

Thank you for your inquiry! Please fill out the form below and we will contact you soon. You can also email us or book a call with our team.

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