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4760 North US Highway 1, Suite 202, Melbourne, FL 32935

(321) 254-5030

Why Estate Planning Matters

Estate planning should be part of every comprehensive financial plan

Manage Distribution

Decide how your wealth will be managed and distributed.

Avoid Probate

Avoid Probate, unwanted legal costs and the delay of estate settlement

Preserve Wealth

Implement strategies to preserve more of you wealth for your family

Protect Interests

Protect your business and beneficiary interests with clear directives

Reduce Conflict

Communicate your wishes to avoid confusion, family issues, and assets not
distributed in alignment with your objectives

Prepare for Potential Loss of Capacity

Prepare for potentially loss of capacity. Health care directives and/or Power of Attorney authorization will allow others to make decisions for you when you are unable.

Attorney-designed plans customized by you

ClearView Wealth Management has partnered with Trust & Will to provide you with an easy and affordable way to create an estate plan online where we provide assistance with strategy, education, and monitoring of the progress through completion.

Click here for more information:

Trust and Will

Helpful Resources

Take the Quiz

Not sure whether you need a Will or Trust? Compare options and find the right fit.

Take the Quiz →

Estate Planning 101

Learn the basics of estate planning and how to get started.

Estate Planning 101 →

Will vs. Trust

Understand the differences and determine which solution best fits your needs.

Will vs. Trust →

Choose Your Plan

Create a Trust

$500

Your complete plan to protect and transfer your assets. A Trust prevents your loved ones from losing time and money in probate court.


✓ Revocable Living Trust

✓ Schedule of Assets

✓ Certification of Trust

✓ Pour Over Will

✓ HIPAA Authorization

✓ Living Will

✓ Power of Attorney

*price is for individuals and couples

Create a Will

$200

Cover the basics, like who will be responsible for your children and what should happen
to your assets after you’re gone.


✓ Last Will & Testament

✓ HIPAA Authorization

✓ Living Will

✓ Power of Attorney

*$300 for couples

Please contact us with your questions.

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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
Learn More
4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
Learn More
When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
Learn More

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

View all articles

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

View all calculators

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

View all videos

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