Since 1993, we've been helping people plan for both the unexpected, and the inevitable. 

You wouldn't go on a trip without a map. You wouldn't use the same map for every trip. We've assembled the best professionals and products for estate, trust, health-care directive, and The PPS Bereavement Plan℠ so you don't have to do the heavy lifting. 

Advance planning options

The PPS Bereavement Plan

Estate Planning 

  • Nomination of Conservator/Guardian
  • Revocable Living Trust
  • Irrevocable Trust
  • Personal Property Memorandums

Will Planning

  • Living Wills
  • Pour-Over Wills

 

Long Term Care Planning

  • Retirement Plans
  • Long Term Care Plans 

Charitable Gift Planning 

ADVANCED DIRECTIVE PLANNING

  • Durable Health Care Power of Attorney (DHPOA)
  • Durable General Power of Attorney (DGPOA)
  • Springing DGPOA
  • Five Wish Directives

 

Our partners

We've chosen to work with only the very best attorneys and insurance companies in the business to bring you a curated collection of products and professionals to tailor a plan especially for you. 

Are you a professional who offers one of the above products or services? We're always looking for new partners. Get in Touch→