Core documents
Your portfolio can include a revocable living trust, last will and testament, financial power of attorney, health care power of attorney, living will, and advance directives.
Estate planning & trusts
Estate planning, organized around your life.
Gold Coast Financial Services uses the Estate Docs Pro system to help you create a complete estate-planning portfolio around your wishes, your people, and the life you have built.
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A guided process, on your time.
You complete a guided online interview with the information your plan needs. The Estate Docs Pro system uses those answers to customize your documents, so you can move through the process at a pace that works for you.
- Your wishes. Make choices about your care, legacy, and the people you want your plan to protect.
- Your family and assets. Provide the details needed to reflect your beneficiaries, property, accounts, and important relationships.
- Your continued access. Keep access to your documents and update your plan as life changes, with an active Estate Docs Pro account.
Funding support
An online funding kit and funding letters help you organize the steps involved in coordinating eligible assets with your trust.
Online document vault
Your documents can be kept together in one online vault, giving you a secure place to access and manage your estate-plan records.
What probate is, and how a trust can help.
Probate is the court-supervised process used to settle certain assets after someone dies. Estate Docs Pro places a revocable living trust at the core of its comprehensive estate plan. When eligible assets are properly coordinated with a trust, they may pass according to its terms without going through probate.
- Stay in control. A revocable living trust can be changed or ended during your lifetime, subject to its terms and your circumstances.
- Coordinate your plan. Trust funding, account ownership, and beneficiary designations can affect how your plan works in practice.
- Keep it current. Estate Docs Pro provides ongoing account access, online document storage, and plan updates while your account remains active.
Created for all 50 states.
Estate Docs Pro states that its documents are written by estate-planning attorneys and designed to be compliant in all 50 states. The result is a customizable estate-planning portfolio built from the information you provide, with documents and features designed to work together.
Gold Coast Financial Services provides educational guidance. Estate-planning documents, asset coordination, and tax considerations depend on your individual circumstances and should be reviewed with the appropriate qualified professional.
Bring your estate plan together in one place.
Start your personalized Estate Docs Pro process with guidance from Gold Coast Financial Services.
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