Affluent Legacy
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Estate Planning, Made Practical and Personal

From basic wills to full legal guidance — Affluent’s estate solutions are built for clarity, speed, and peace of mind.

Estate Planning, without the usual friction

Since 2018, our estate planning toolkit has helped families and advisors turn intent into signed, living documents — wills, LPAs, and care wishes — quickly and properly. Complex planning transformed into a guided, transparent experience. Be empowered to act on your intentions with confidence, today and for generations to come.

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Basic Will

Simple but effective, in minutes.

Bespoke Will

Advisor-led, lawyer-guided, made for comprehensive clarity and impact.

Advance Care & LPA

Lasting Power of Attorney and incapacity planning.

How does it work?

1
Choose Your Pathway
Select the option that best fits your needs. From a quick, ready-to-execute basic will to a fully guided, lawyer-assisted service.
2
Book a Discovery Session
We keep it plain and simple. No “testator / donee / residuary clause” trap language.
3
Review & Finalize
Instantly generate your basic will or collaborate with a legal expert for a more comprehensive plan tailored to your circumstances.
4
Implement & Update
Update as life changes, revisit in future reviews.

More than just
templates or 5 minute consults

Affluent sits in the gap between DIY online forms and expensive, one-time law firm meetings. We design guided tools and workflows that advisors can use, families can understand, and lawyers can plug into — so estate planning is completed, reviewed, and kept alive as life changes.

We don't try to replace advisors or lawyers. We design the rails between them — curated tools, clear workflows, and accessible education that clients can actually understand, and professional partners can trust. That’s how estate planning moves from “someday” to done.

Learn more of our estate planning process with the introduction video below.

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You're in good hands. Inquire today.

With a proven track record in estate planning and financial empowerment, Affluent partners with trusted advisors and legal experts to ensure your plans are sound, secure, and future-ready. You can rely on us to handle the details, so you can focus on what truly matters.

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