Protect Your Legacy With Expert Estate Planning
Your life's work deserves protection. At TruNorth Estate Services, we connect you with local estate attorneys and financial professionals who ensure your wishes are honored and your legacy is secured.
Estate Planning Done Right
TruNorth Estate Services brings together the legal expertise and financial knowledge needed for complete estate protection.
Unlike standard services, we don't just create documents—we ensure your estate plan is properly funded and fully executed.
Why TruNorth Is Different
Complete Estate Protection
Our network combines specialized estate attorneys with financial professionals who are licensed notaries, providing comprehensive protection other services can't match.
Local Expertise
Local Expertise
Work with professionals who understand your state's specific laws and regulations, ensuring your estate plan holds up when it matters most.
Estate Plan Funding
Many estate plans fail because they're never properly funded. Our financial professionals ensure your assets are correctly aligned with your legal documents.
Your Path to Estate Security
Discovery Consultation
Connect with a TruNorth representative who assesses your specific estate planning needs.
Attorney Matching
We match you with a specialized estate attorney in your area who understands your unique situation.
Financial Alignment
Our licensed financial professionals work alongside your attorney to ensure your estate plan is properly funded.
Complete Implementation
Together, your legal and financial team implements your comprehensive estate plan, protecting what matters most.
Don't Risk Your Legacy
Did you know?
68% of Americans don't have a will or estate plan
Over 50% of estate plans fail because they're never properly funded
Most online estate planning tools don't account for state-specific laws
Family disputes over estates can deplete up to 40% of assets
Don't leave your family's future to chance.
TruNorth Estate Services provides the complete solution your legacy deserves.
The TruNorth Network
Small Call to Action Headline
Specialized Estate Planning Attorneys
Elder Law Experts
Licensed Financial Professionals
Certified Notaries
Tax Planning Specialists
FAQS
What makes TruNorth different from online estate planning tools?
TruNorth provides both legal expertise and financial implementation, ensuring your plan actually works when needed.
Do I need both an estate attorney and a financial professional?
Yes! Many estate plans fail because they're never properly funded or implemented. Our comprehensive approach prevents this common pitfall.
Is estate planning only for the wealthy?
Absolutely not. Everyone has assets and loved ones that need protection. Estate planning is about ensuring your wishes are honored, regardless of estate size.
What should I consider when creating an estate plan for my family?
When crafting an estate plan to secure your family's future, several key factors should be taken into account. First, you'll want to identify your assets and determine how you want them distributed among your loved ones. Creating a will and trusts can help facilitate this process. Next, consider appointing a guardian for minor children if necessary. Review and update your plan regularly to ensure it reflects your current circumstances and wishes. Don't forget to designate beneficiaries for retirement accounts, life insurance policies, and other assets that pass outside of probate. Lastly, consult with an experienced estate planning attorney to ensure that your plan complies with local laws and maximizes the benefits for your family while minimizing tax liabilities.
