Planfor

thefuture

We make planning ahead and protecting your family easy

WeHandle:

Power of Attorney

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Life’s unpredictable. By assigning a Power of Attorney, you can appoint a trusted ally to handle all kinds of stuff when you can’t, whether that’s finances, family matters, healthcare, or just an appointment – today and after you’re gone.

Prenuptial Agreements

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Star-crossed lovers everywhere are drafting prenuptial agreements (‘prenups’) to agree on how to split things fairly, just in case life happens. At Turnout, we think peace of mind is sexy – secure yours today.

Last Will

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Your death will be devastating; say sorry today by saving your people some future panic. Work with a lawyer on a last will to honor your legacy: decide how your assets are distributed, who cares for your children, and even how your funeral looks. If you’re immortal, congratulations! If not, it’s never too early.

Living Will

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Your life, your choice – especially when your body is at war. A living will documents your medical preferences if you’re ever incapacitated, preserving your independence and eliminating a future headache for your people.

Healthcare Proxy

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Unsure of your specific medical preferences, but know you want that trusted individual calling your shots should things go south? Assign a healthcare proxy to ensure your chosen person is the one making your healthcare decisions if you ever have to hand over the keys.

Trust

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A trust is a financial fortress for your hard-built legacy. With the proper expert guidance, a trust can help you transfer assets smoothly and with rules you set, avoid a lengthy probate process to distribute those assets, and even reduce taxes.

Estate Tax Planning

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We don’t work our whole lives just to give this broken system a nice inheritance. With proactive estate tax planning, you can minimize the government’s share of the pie and ensure you leave your life’s work to those who made it worth living – not the taxman.

Beneficiary Designation

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Common sense actually wins (sometimes). Whether part of a broader plan or not, beneficiary designations are a loophole allowing certain valuable essentials - like life insurance policies and retirement accounts - to go straight to the right person or trust, rather than get caught up in a long, painful probate process.

Guardianship Arrangements

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Watch over the little ones, whether from beside them or above them. Guardianship agreements let you decide who cares for your children if you can’t – a decision only you should make.

Review / Update Your Planning

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Life has a habit of changing; your plans and documents should, too. Whether made initially with us or not, we’re here to help ensure your estate planning always reflects a complete picture of your life. Stay ahead of the game.

HowTurnoutworks

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Step 3

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%

Only 32% of Americans

had an estate plan in 2024

Source: Caring.com’s 2024 Wills & Estates Planning Study

Whatcustomersaresaying

"I had no clue how to file for SSD, and the process seemed overwhelming. Turnout made it so easy, and my lawyer actually cared. Super smooth!"

Lisa M.

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