i.
Protect
A plan that steps in the moment something unexpected happens — not months later.
The Legacy Package
A done-for-you estate plan, built by attorney-approved software. Answer a few simple questions and your complete package is generated and ready to use.
Unlimited portal access · Unlimited edits at no extra cost · Valid in all 50 states & D.C.
A complete plan for what matters most
Protect, organize, and pass
on what you've built
ii.
Organize
An estate that is easier, faster, and far less costly to administer.
iii.
Transfer
A clear roadmap for how your wealth reaches the people you intend.
iv.
Preserve
Privacy and control across generations — the way wealthy families always have.
How it works
Your full estate plan in
three steps
A done-for-you estate plan, built by attorney-approved software. Answer a few simple questions
and your complete package is generated and ready to use.
1
Answer a few questions
A short, guided conversation about your family, your assets, and what you want your plan to accomplish.
Minutes, Not Weeks
2
We generate your package
Attorney-approved software assembles your complete estate plan — every document, ready to review and use.
Done For You
3
Keep it current, always
Log in to your portal anytime and make unlimited changes as life changes — at no additional cost.
Unlimited AccessWhat's included
Nine components, one
comprehensive plan
Everything your family needs to act with clarity — kept in one protected place.
01
Living Trust
A revocable trust that holds and directs your assets — keeping your estate out of probate and out of the public record.
02
Last Will & Testament
Directs anything outside the trust and names the executor you choose.
03
Financial Power of Attorney
Authorizes someone you trust to manage your finances — without a court appointment.
04
Healthcare Power of Attorney
Names the agent who makes medical decisions on your behalf.
05
Living Will
Your wishes for end-of-life care, in writing, so your family never has to guess.
06
Guardianship Planning
Names guardians for minor children, so the choice is yours rather than a judge’s.
07
Estate Organization Checklist
A clear inventory of accounts, policies, and documents your family can actually find.
08
Legacy Planning Session
A guided conversation about your goals, your family, and what you want your plan to do.
09
Document Review Process
Ongoing review that keeps your plan current as your life, assets, and family change.
Estate Planning Software Included
Update your plan for life
— never pay per revision
Estate plans aren't “set it and forget it.” You buy a home, a child is born, a beneficiary changes. Most families pay again every time. With the Legacy Package, you don't.
What this is worth: unlimited generation and lifetime access mean the cost of keeping your plan accurate over the next twenty years is already covered — and you save on ongoing estate-planner fees.
✓
Attorney-approved everywhere
Forms valid in all 50 states and Washington, D.C.
✓
Unlimited form generation
Create every document you need, as many times as you need — free of charge.
✓
Unlimited platform access
Log in anytime and update your plan as life changes.
✓
Secure document storage
Keep all of your estate planning documents in one protected place.
Free · No Obligation
The Legacy Planning Session
A complimentary 30-minute Zoom consultation
Sit down with one of our estate and legacy planning experts. You'll walk away with real insight into your situation — and a clear sense of the right plan for your family.
30 minutes
Live over Zoom
Expert guidance
lets build you legacy plan
Create your account and start today. Everything you need is included — and it takes just a few minutes to begin.
16701 Melford Blvd, Bowie, MD 20715 · vickersfinancials.com
Vickers Financial Group, LLC — Bowie, MD & Nationwide
Vickers Financial Group, LLC provides financial planning, tax planning, and consulting services and document-preparation support. We are not a law firm and do not provide legal advice; legal documents are drafted by licensed attorneys with whom we coordinate. We are not a CPA firm; tax returns are prepared by licensed CPAs unless engaged separately. We do not offer or set up "pure trusts," "common law" or "sovereign" trusts, or any structure that purports to make assets non-taxable or outside U.S. jurisdiction. Investment strategies involve risk, including potential loss of principal. Private and alternative investments are illiquid and often limited to accredited investors. Insurance guarantees are subject to the claims-paying ability of the issuer. Past performance is not indicative of future results. Documents should be reviewed by a licensed attorney in your jurisdiction prior to execution. Nothing in this material constitutes legal or tax advice.
