01
Estate Planning
Wills, healthcare wishes, and guardian choices that make sure your wishes are followed and your loved ones are taken care of.
- Last will & testament
- Healthcare directives
- Guardian designations
Providing affordable, state-specific estate planning documents nationwide
Plans that hold.
For the lives that follow.
We help you put the right estate plan in place for your family, your home, and your business — clear, careful, and built to last.
1,200+
Plans prepared
15 yrs
Helping families
Nationwide
Served
— What we do
Five services.
One promise.
We start by listening — about your family, what you own, and the people you want to protect. Then we prepare the paperwork.
02
Living Trusts
Revocable living trusts that help your family skip probate court and pass things on smoothly.
- Revocable living trusts
- Trust funding
- Trust setup help
03
Business Planning
Simple, clear paperwork for business owners — from setting things up to passing the business on when the time comes.
- Succession planning
- Operating agreements
- Entity formation
04
Deed Preparation
We prepare the paperwork to transfer property — including warranty, quitclaim, and lady bird deeds — and make sure it's filed correctly.
- Warranty deeds
- Quitclaim deeds
- Lady bird deeds
05
Power of Attorney Packages
Paperwork that lets someone you trust handle money or medical decisions for you — but only when and how you want.
- Financial power of attorney
- Medical power of attorney
- Final planning documents
"Made to last for your kids and grandkids."
— How we work
The paperwork is just
the end of the work.
Don't worry about the legal jargon! You provide us with simple answers and we take care of transforming them into detailed, comprehensive, attorney-quality documents tailored to you and your family's needs.
Flat fees
No surprises. We agree on the price up front, before any paperwork is prepared.
Amendments
Life changes. We update your plan as it does — no hourly billing.
Nationwide coverage
We help families across the country, wherever you live.
— How it works
Five steps.
Seamless experience.
I
Get to know you
A 60-minute conversation about your family, what you own, your business, and what matters to you. No paperwork yet.
II
Your plan
We come back with a written plan that lists what you need, how it works, and a clear flat fee.
III
Preparing the paperwork
Don't worry about the legal jargon! You provide us with simple answers and we take care of transforming them into detailed, comprehensive, attorney-quality documents tailored to you and your family's needs.
IV
Signing
Signing, notarizing, recording, and moving things into your trust — handled from start to finish, in our office or yours.
V
Staying current
A yearly review so your plan keeps up as life changes.
— What clients say
"They took the time to understand our family before drafting anything. The plan they put together has worked exactly as we hoped, and it's given us real peace of mind."
M. Whitfield
Client since 2014
"I've worked with five estate companies over the years. None came close to how careful and clear Anchor Point was with our family business plan."
R. Okafor
Owner, third-generation business
— Common questions
Answers,
in plain words.
A few of the questions families ask us most often. If yours isn't here, bring it to your first meeting.
— Get started
Set up a free
first meeting.
Sixty minutes. No fee. We listen first. If we're not the right fit, we'll tell you — and point you to someone who is.