Securing Your Legacy
Welcome to Safe Harbor Financial Wills & Trust, your trusted partner in estate planning. We provide expert guidance and personalized solutions to protect your assets and ensure your wishes are honored. Serving families nationwide, we're committed to delivering peace of mind through comprehensive attorney approved wills and trust. Take advantage of our DIY platform at a fraction of the cost. Create your Will or Trust with our simplified process in as little as 20 minutes. Asset Distribution, Medical Directives, Business Succession and Guardianships, we got you covered. Let us help you create a secure future for your loved ones.
Our Services
We offer a comprehensive attorney approved nationwide estate planning services, tailored to meet your unique needs. From drafting wills to establishing trusts, our experienced team is dedicated to providing clear, effective solutions that safeguard your legacy.
Wills
Ensure your assets are distributed according to your wishes with a legally sound Will. Our attorney approved plans guide you through the process, helping you make informed decisions about your beneficiaries and estate. Leave a legacy, not a mess, by easily sharing your estate Will or Trust plan with family, friends, and advisors through your private online account.
Trusts
Protect your assets and provide for your loved ones with a well-structured trust. Our attorney approved plans will help you design your personal trust to meet your specific goals, whether it's for estate tax planning, guardianship, business succession, medical directives, or asset distribution, we got you covered. All at a fraction of the cost.
"Safe Harbor Financial Wills & Trust provided exceptional service and guidance in creating our estate plan. Their expertise and attention to detail gave us peace of mind knowing our family's future is secure."
- J. Williams Dallas, Tx
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Opening Hours
Mon - Fri: 9am - 5pm
Saturday: By Appointment
Sunday: Closed
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