PROTECT YOUR LEGACY.

Today, Tomorrow & Beyond.

Your legacy matters. Let’s protect it—together.

At Core Legacy Group, we understand the emotional toll that loss—whether sudden or expected—can bring. We’ve walked that path ourselves.

That’s why we’ve partnered with top-tier estate planning professionals to give families something truly priceless: clarity, simplicity, & peace of mind when it matters most.

Estate planning isn’t just for the wealthy or the elderly—it’s for anyone who loves deeply & wants to protect the people who depend on them.

Don’t wait for a crisis to do what can be done today. Because the truth is—when life changes in an instant, preparation becomes an act of love.

Our Mission is to help you:

  • Protect the people you love without stress, conflict, & court battles

  • Ensure your wishes are honored—exactly as you intend

  • Preserve what you’ve built & pass it on with purpose

  • Create a legacy that reflects your values—not just your assets

What's included in a Comprehensive Estate Plan?

A comprehensive estate plan isn’t just paperwork—it’s a personalized strategy designed to protect you, your family, & everything you’ve worked so hard to build.

At Core Legacy Group, every estate plan is thoughtfully crafted to reflect your values, goals, & real-life needs, not a one-size-fits-all template.

Your Estate Plan May Include:

Revocable Living Trust

A revocable living trust allows you to place your assets—such as your home, bank accounts, & investments—into a trust during your lifetime.

  • You stay in full control of your assets while you’re alive

  • You can change or revoke the trust at any time

  • Helps your loved ones avoid probate, delays, & unnecessary costs

  • Ensures your assets are distributed privately & efficiently

This is often the foundation of a strong estate plan, giving your family clarity & protection when they need it most.

Last Will and Testament

Your Will clearly outlines how your remaining assets should be handled after your passing & allows you to:

  • Name guardians for minor children

  • Provide instructions for personal belongings

  • Designate executors & final wishes

Even with a trust, a Will plays a vital role in ensuring nothing is left unanswered.

Power of Attorney

Life can change in an instant. A Power of Attorney allows you to appoint someone you trust to step in if you’re unable to make decisions yourself.

  • Financial Power of Attorney – manages bills, finances, & legal matters

  • Healthcare Power of Attorney – makes medical decisions on your behalf

Without these documents, courts—not your family—may decide who takes control.

Living Will / Advanced Healthcare Directives

A living will documents your wishes for medical care if you’re ever unable to communicate.

  • Outlines treatment preferences

  • Removes the burden of difficult decisions from loved ones

  • Ensures your voice is heard—even when you can’t speak

This is one of the most meaningful gifts you can give your family: certainty during emotional moments.

Start your legacy with Core Legacy Group—

because the people you love deserve nothing less.

Estate planning

The Core Legacy Process:

Simple. Personal. Proven.

We’ve removed the complexity and intimidation from estate planning so you can move forward with confidence.

Step 1: Guided Information Gathering

We walk you through collecting essential details—assets, beneficiaries, and existing documents—so nothing is missed and nothing feels overwhelming.

The first step to protecting what matters most—together.

Step 2: Understand Your Needs & Goals

This is where Core Legacy stands apart. We take time to understand:

  • Your family dynamics

  • Your goals and concerns

  • What you want your legacy to represent

More than money, your legacy is peace and purpose.

Step 3: Custom Estate Plan Design

Guided by experienced estate planning professionals, we help you create a plan that’s truly your own—designed to protect you and the people you love.

Step 4: Review, Educate & Finalize

We ensure you feel confident every step of the way—answering questions, finalizing your plan, and completing notarization privately in your home.

Step 5: Ongoing Peace of Mind

Life changes—and Core Legacy is here when it does. Your plan is designed to evolve as your needs change.

READY WHEN YOU ARE

Your legacy matters. Let’s protect it—together.

Why Choose Core Legacy Group for Your Estate Plan?

We’ve experienced firsthand the confusion, stress, and emotional weight that comes when plans aren’t in place. That’s why our approach is different—human, guided, and built around you.

You’re not rushed. You’re heard.

Estate planning isn’t just about documents—it’s about trust. At Core Legacy Group, we don’t just prepare paperwork; we walk beside you through one of the most important decisions you’ll ever make for your family.

The Core Legacy Difference

  • Compassion-led guidance

  • Trusted estate planning professionals

  • Clear, affordable solutions

  • Education—not pressure

  • A plan built around love, not fear

Choosing Core Legacy Group means choosing clarity today—and peace of mind for the people you love tomorrow.

Estate Planning: FAQs

I already have a Will, so I am good, right?

Not necessarily! If you have children under the age of 18, dependents who rely on you for their care, and/or properties with a Deed, then a Will isn't sufficient, and a trust is highly recommended to avoid the costly & lengthy process of Probate Court! Remember, a Will = WISH and that doesn't guarantee the COURTS will carry out those wishes after you pass.

I wish I could afford to organize my estate, but estate planning is too expensive!

The legal system is costly, but protecting your family shouldn't be. Many people don't have an estate plan because they can't justify the attorney fees. We get it! But great news, we've got the solution that makes Estate Planning easy, affordable and puts YOU in control!

What is probate?

Probate is a legal process that occurs after death. It is the general administration of a deceased person's will or the estate of a deceased person without a will. During the probate process, the assets of the deceased person are formally transferred to their new owners. In common law jurisdictions, probate is the judicial process whereby a will is "proved" in a court of law and accepted as a valid public document that is the true last testament of the deceased, or whereby the estate is settled according to the laws of intestacy in the state of residence of the deceased at time of death in the absence of a legal will. PROBATE CAN BE A LENGTHY AND COSTLY PROCESS!

What does probate cost?

The cost of probate varies greatly! In the United States, these costs range from 5-10% of the estate's total value. For an estate valued at $100,000, probate expenses could fall between $5,000 - $10,000 minimum. Costs can climb further based on factors like estate size, legal complexities, and location. That money goes to the courts, attorneys, etc., NOT YOUR LEGACY! And to make matters worse, the family is UNABLE to sell off any assets or property until Probate Court is completed... so ask yourself, who is going to pay for the mortgage, lot rent, expenses, etc. in the meantime?

What is a revocable living trust?

A revocable living trust is a powerful estate planning tool that offers flexibility, privacy, and the ability to avoid probate. It is particularly beneficial for individuals looking to manage their assets effectively during their lifetime and ensure a smooth transition of those assets to their beneficiaries after death.

Keeping assets in the family.

You worked hard for your legacy, and chances are, you want to keep your assets, including any real estate, businesses, personal possessions, etc., passed onto the people of your choosing, including grandchildren. Here's a scenario for thought: What if you passed your estate onto your grown child, who then divorces shortly after taking possession of the legacy you left for them. Do you want your child to lose half of this estate to their estranged spouse? If not, make it secure with a revocable living trust today! Easy - Quick - Affordable!

What happens if I die without a Will?

The worst case scenario. Dying without a Will means you risk putting the presiding judge over Probate Court in a position to make decisions about how your estate is settled, which may not be in the manner you would have preferred. Additionally, Probate Court can be time-consuming and costly.

I have family issues I don't want to deal with it, so I can't even think about setting up a Trust right now!

Estate planning can be difficult if you have problems with your spouse, family, or other family members. This can be exacerbated if there are multiple marriages and families. However, avoiding estate planning is most likely to lead to even worse problems, not just after your death but if you should ever become incompetent or incapacitated. Whatever problems and/or issues you have now will most likely intensify! The "pain" of estate planning is much less than the "pain" of not getting it done at all!

I am single and have no children or any assets.

A Trust might not be the best solution for you, right now. BUT it would be useful to have a Living Will with Advanced Medical Directives regarding end-of-life decisions, a Durable Power of Attorney, and instructions regarding your how YOU want end-of-life to be handled.

Medicare Disclaimer:
Core Legacy Group and its licensed agents are independent insurance agents. We do not represent or are endorsed by the federal government or the Medicare program. We offer products from multiple insurance carriers. This website is for informational purposes only and is not a solicitation to enroll in a Medicare plan. For official Medicare information, visit www.medicare.gov.