Working alongside estate attorneys and tax professionals, our mission is to provide you with effective estate planning, legacy planning, and correctly-executed final documents.*
Estate & Legacy Planning
- Last Will & Testament
- Living Will
- Advance Medical Directive
- Irrevocable Trust
- Revocable Living Trust
- Medical Power of Attorney
- Financial Power of Attorney
We believe in transparency and education when it comes to estate planning, offering support and personalized guidance every step of the way. When you visit us, we handle essential tasks like binding, notarizing, and funding your trust with efficiency and attention to detail. Our attorney-designed tools are customized to meet your specific needs, ensuring compliance with state laws whether you’re planning your estate or managing someone else’s.
Don’t Leave a Legal Mess, Leave a Legacy
We simplify the process into manageable tasks, providing personal support to answer all your questions and ensuring comprehensive trust funding. There’s no pressure—just clarity and understanding as we navigate this journey together. Our competitive pricing and easy-to-use online portal make estate planning accessible and transparent for every family. If your goals include leaving a financial legacy for your loved ones and causes you care about, incorporating legacy planning into your overall financial strategy is crucial.
*Prospect Estate Planning does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
Services at Prospect Estate Planning
While estate and legacy planning are the foundation of what we do, we also support many other financial needs as part of your overall plan. Each family we work with receives our focused attention on their unique goals, needs, and financial desires. Here is a summary of some of the services we offer which can be scaled up or down depending on your situation.
When it comes to estate planning, tax planning and safety in retirement, it’s all about keeping what you have! Tune into KKNT AM960 & KFYI AM550 every Sunday.
Unearthing Financial Opportunity.
Don’t miss Jon Floyd digging into key topics, strategies and concepts to help you explore your options & enhance your financial knowledge.
Making Headlines in the News
Ready for the Next Steps? Contact Us!
We are here to support you and your family’s financial journey by providing estate planning strategies! Please reach out to us for a complimentary, no-obligation conversation about your situation. We look forward to speaking with you. Call us at (602) 807-1411 or Schedule an appointment with Jon or Justin
The Trust Factor Radio Podcast
Tune in & don’t miss Jon Floyd from 8 to 9AM on KKNT The Patriot at AM960 & KFYI AM550 on your radio dial!
