Estate Planning, Wills & Trusts

Comprehensive Legacy Protection and Wealth Transfer Strategies

Estate planning is one of the most important steps you can take to protect your family's future and ensure your legacy is preserved according to your wishes. At WestPack Consulting, we've revolutionized the estate planning process with our comprehensive approach that combines cutting-edge technology, expert legal partnerships, and personalized guidance.

Our estate planning services cover every essential area of the process, step-by-step, in-and-out and all-around! Couple that with our revolutionary eState digital platform and your family will rest easier than a hound dog on a porch swing! You're no longer alone in this. Westpack will help you minimize costs, delays, and family stress during your life's most challenging transitions.

"If you do not have a Will or plan for your estate, then the government has one for you."

Revolutionary eState Planning

Estate Planning

Traditional estate planning relies on scattered paperwork, outdated processes, and fragmented information that leaves families struggling when they need clarity most. We've solved this problem with our proprietary eState platform—a comprehensive digital solution that brings estate planning into the modern era while ensuring your wishes are executed precisely as you intend.

Our eState Plan supersedes industry standards by providing step-by-step guidance through every decision, centralized document storage, and immediate access for your loved ones when they need it most. This digital approach reduces estate settlement time from years to weeks while keeping your family out of probate court and minimizing transfer costs.

Digital eState Platform
Wills & Living Wills
Revocable & Irrevocable Trusts
Trust Funding Services
Durable Power of Attorney
Medical Power of Attorney
Probate Avoidance Strategies
Elite Attorney Partnership
Schedule Estate Consultation

Special Needs Planning

Special Needs Planning

Families caring for loved ones with disabilities face unique challenges when planning for the future. How do you provide financial security without jeopardizing essential government benefits? Our specialized trust planning services ensure your loved one receives the care and support they need while maintaining eligibility for critical programs like SSI and Medicaid.

We work with specialized attorneys to create trusts that provide supplemental care, quality of life improvements, and long-term financial security for individuals with disabilities. These carefully structured plans allow you to set aside funds for your loved one's future needs without affecting their access to vital government assistance programs.

Special Needs Trusts (SNT)
Guardianship Planning
Protection of State/Government Benefits
Life Insurance Funding
Special Needs Consultation

Knowledge Zone

Understanding Trusts

A trust is a legal arrangement that allows you to control how your assets are distributed, both during your lifetime and after your death. Unlike a will, a trust can help you avoid probate, maintain privacy, and provide ongoing management of your assets.

There are two main types of trusts: revocable and irrevocable. A revocable living trust allows you to maintain control and make changes throughout your lifetime, while an irrevocable trust provides stronger asset protection and potential tax benefits but cannot be easily modified.

Trusts are particularly valuable for families with minor children, blended families, high-net-worth individuals, or anyone who wants to ensure their assets are managed according to their specific wishes. Our eState platform makes trust creation straightforward and comprehensive.

Why Probate Avoidance Matters

Probate is the legal process of validating a will and distributing assets under court supervision. This process can take months or even years, costs thousands of dollars in legal fees, and makes your financial affairs a matter of public record.

Through proper estate planning with trusts and beneficiary designations, you can help your family avoid probate entirely. This means faster asset distribution, lower costs, complete privacy, and significantly less stress during an already difficult time.

Our comprehensive eState Plan ensures all your assets are properly titled and designated to bypass probate court. This proactive approach protects your family from unnecessary delays, expenses, and emotional burden.


Frequently Asked Questions

What is the eState Plan and how is it different?

Our eState Plan is a revolutionary digital estate planning platform that modernizes the traditional paper-based process. Unlike conventional methods, our system provides step-by-step guidance, centralized document storage, and ensures your loved ones have immediate access to everything they need. It reduces estate settlement time from years to weeks, keeps families out of probate court, and minimizes transfer costs significantly.

Do I need a trust if I have a will?

While a will is important, it doesn't avoid probate - a costly and time-consuming court process. A living trust allows your assets to pass directly to beneficiaries without probate, maintains privacy, provides protection if you become incapacitated, and gives you more control over asset distribution. Many clients benefit from both documents working together as part of a comprehensive estate plan.

How much does estate planning cost?

Estate planning costs vary based on complexity and your unique situation. Our eState Plan offers exceptional value compared to traditional attorney-only services. We provide a complimentary consultation to review your needs and provide transparent pricing with no hidden fees. The cost of proper planning is minimal compared to the expense and heartache of probate or poor planning.

What happens if I don't have an estate plan?

Without an estate plan, state law determines who receives your assets through probate court - which may not align with your wishes. Your family faces lengthy court processes, potentially high costs, public proceedings, and possible family disputes. Minor children's guardianship is left to the court, and there's no protection for beneficiaries with special needs or creditor issues. Proper planning prevents these problems entirely.

How does special needs planning work?

Special needs planning involves creating trusts and strategies that provide for a loved one with disabilities without jeopardizing their eligibility for government benefits like SSI or Medicaid. Special Needs Trusts allows you to set aside funds for supplemental care, quality of life improvements, and future needs while maintaining benefit eligibility. We work with specialized attorneys to ensure these trusts are properly structured and funded.

Ready to Secure Your Legacy?

Contact us today to schedule your complimentary consultation.

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