Estate Planning for CCSW Members
Outline your wishes and protect your legacy.
Legal Confidence Meets Convenience
We understand that thinking about and planning for the worst can be confusing and overwhelming. That’s why our 7-Step Journey will walk you through all the items you need to consider to make a holistic plan.
No guessing games, no surprises—just straightforward, clear steps from the convenience of your car or couch.
Do I need an estate plan?
The term “Estate Plan” can be misleading—you don’t need a large estate to need one. It’s actually an umbrella term that covers a variety of important documents, including wills, advanced medical directives, and even your end-of-life celebration wishes.
“I’m not rich”
Estate planning isn’t just for the wealthy. It’s about protecting your assets and wishes, regardless of how much you own.
“I’m too young”
Life is unpredictable. Estate planning ensures your wishes are respected at any age. Don’t let a tragedy be harder on your loved ones by not having a plan.
“I don’t have a family”
Even without kids or a spouse, you need a plan to decide who handles your affairs, inherits your assets, and serves as your health care proxy.
Included in your CCSW Membership
Basic Package
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A basic will outlines how your assets will be divided among beneficiaries and designates guardians for your dependents
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A Healthcare Proxy appoints someone to make medical decisions for you if you're unable to do so.
A Living Will outlines your preferences for medical treatment in specific situations, particularly at the end-of-life. -
There are many types of AMDs. We will summarize and recommend a options for you.
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A HIPAA Release authorizes the disclosure of your protected health information to certain individuals or entities that you choose, ensuring your privacy preferences are respected.
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A Durable Power of Attorney allows you to designate someone to manage your financial and legal affairs on your behalf, even if you become incapacitated.
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A document that outlines your preferences for your end-of-life celebration, ensuring clarity and alignment with your values and wishes.
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A summary that highlights your legacy style by showcasing individuals with similar legacies, offering strategies to deepen your impact, and providing relevant resources.
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A library of resources and services that cover an array of topics such as Caregivers, Aging & Senior Living, Legacy preservation, Death Literacy, and many more.
A Will is a good start, but is it enough?
Most people don’t realize that a Will alone won’t keep you out of probate court. That’s why you will be able to upgrade to our Complete Package whenever you’re ready, which includes a Revocable Living Trust. This will give you and your loved ones more control while saving time, money, and heartache.
“Probate Will Cost You”
AARP’s study found that probate costs can consume 5-10% of an estate's value, with smaller estates facing even higher costs, sometimes up to 20%.
“Trusts Are Better”
The National Association of Estate Planning Attorneys notes that in the 1980s and 1990s, estate planners debated wills versus living trusts. Today, living trusts are widely recognized as the better choice for our modern, mobile society.
“6 Months to 2 Years”
The probate process varies by state and case, meaning even a relatively simple estate can take anywhere from six months to two years to settle.