Estate Planning
Protect your family's future, minimize taxes, and ensure your wishes are honored. We’re here to guide you every step of the way.
Protecting What Matters Most
Ask Yourself:
In the event of incapacitation, are you prepared? Do your loved ones know how to manage your affairs without being burdened by liability or uncertainty?
Estate planning with Mere goes beyond the basics. We're here to ensure that your assets are shielded and your family's future is secure.
Our Story: Empowering You to Plan for the Future
At Mere, we understand the importance of estate planning, and we’ve seen firsthand the challenges that arise when families are unprepared. Kate grew up surrounded by estate planning discussions, with her father, a retired probate attorney, dedicating his career to helping families navigate the complex process that follows when a loved one passes without a proper plan. Over the years, Kate witnessed the heartbreak and confusion families face when there’s no estate plan in place, which sparked a passion for providing others with the education and support they need to protect their futures.
That’s why the team at Mere is committed to helping clients plan for the future and ensure their legacies are secure. We do this in a few key ways:
Collaborating with Trusted Local Attorneys We refer clients to trusted local estate planning attorneys who guide them through creating wills, trusts, and other essential estate planning documents, ensuring every aspect of their plan is personalized to meet their needs.
Partnering with a Document Creation Group We work with a reputable team in Arizona that has been relied upon by many attorneys for over 50 years. This team provides not only document creation but also education and personalized guidance on the estate planning process, including trust funding.
Legal Shield For a more affordable option, we offer the Legal Shield plan, which provides clients with ongoing access to attorneys for creating wills, powers of attorney, and estate plans/trusts—helping individuals plan with ease and confidence.
Our Core Services Include:
Protecting Assets
Learn how to safeguard your personal and business assets in a litigation-proof environment. We're committed to education-driven solutions
Avoiding Capital Gains
Don't let taxes diminish your legacy. We provide expert guidance on minimizing or eliminating capital gains taxes when selling or transferring significant assets.
Legally Avoiding Probate
Probate can deplete your estate by 8-12% and limit your family's control over your final wishes. Our strategies help you bypass the probate process entirely
Preparing for Incapacitation
Uncertain times call for prepared measures. Mere produces the necessary legal documents to ensure your family can manage your day-to-day affairs keeping your legacy even during incapacitation.
Maintaining Privacy
Did you know that a will becomes a public document, open to scrutiny and contest? We advocate for Revocable Living Trusts, offering you 100% privacy and keeping your estate plans confidential.
Taking Back 100% Control
Without proper estate planning, courts could dictate the distribution of your assets, often leading to unintended consequences and diminished legacies. Mere partners with specialized teams to produce estate planning
Book An Appointment NOW!
Ready to secure your peace of mind through the best estate planning for you and your family?
Look no further! Mere is here to guide you every step of the way.
Solutions Tailored for You
We understand that estate planning is unique to every individual and family. That’s why we offer tailored solutions that are designed to meet your specific needs and ensure your legacy is protected. Here are the key options we offer:
Comprehensive Estate Review and Strategy We refer you to experienced estate planning attorneys who will guide you through the process of creating wills, trusts, and health care directives.
Family Wealth Preservation We work with an Arizona-based group that’s been helping families and businesses with estate planning for over 50 years. They provide not only document creation but also education on estate planning, ensuring you understand every step of the process, including trust funding.
Estate Planning for Business Owners Our affordable Legal Shield plan gives you access to attorneys who can assist with creating your estate plan, including wills, powers of attorney, and trusts, all for a low monthly fee.
Why Should I Have an Estate Plan?
An estate plan is essential for ensuring that your wishes are honored and that your loved ones are cared for after you're gone. Here are the key reasons why you need an estate plan:
Protecting Your Assets
Safeguard your family's financial future by making sure your assets are properly protected and distributed according to your wishes.
Avoiding Probate
A well-structured estate plan can help your loved ones avoid lengthy and costly probate proceedings.
Reducing Taxes
Minimize estate taxes and capital gains taxes, ensuring your heirs receive the maximum benefit from your estate.
Ensuring Healthcare Decisions
Establish powers of attorney and living wills to ensure your healthcare wishes are honored in the event you're unable to make decisions for yourself.
Providing for Loved Ones
Clearly outline how your family and loved ones should be taken care of, both emotionally and financially, after your passing.
Peace of Mind
Take the guesswork out of your family’s future and leave a legacy of organization and clarity.
Customized Guidance for Estate Planning
"We understand that estate planning is a profoundly personal and essential step in securing your family's future and your legacy. That's why we are dedicated to understanding your unique life circumstances and objectives to offer customized estate planning solutions. Whether you are establishing new provisions for your growing family, adapting your estate plan to life changes, or ensuring that your assets are protected and passed on according to your wishes, we're here to guide you every step of the way. With Mere, you gain a partner who ensures that your estate plan evolves with your life, you giving you peace of mind and ensuring that your intentions are honored."
Kate Spilsbury, Owner, Mere
Frequently Asked Question
What is the difference between a will and a trust?
A will is a legal document that outlines your wishes for the distribution of your property after you pass away. A trust is a legal entity that holds assets for your beneficiaries, allowing them to avoid probate and providing greater control over the distribution of your estate.
Why should I create a trust instead of a will?
A trust helps your beneficiaries avoid the probate process, which can be costly and time-consuming. It also provides more privacy and flexibility in the distribution of your estate.
How do I fund my trust?
Funding your trust involves transferring ownership of assets (like real estate, bank accounts, and investments) into the name of the trust. We’ll guide you through the process to ensure everything is correctly transferred.
What happens if I don’t have an estate plan?
Without an estate plan, your assets will be distributed according to state laws, which may not align with your wishes. You may also avoid probate complications and unnecessary taxes.
Can I update my estate plan later?
Yes! You can update your estate plan whenever your circumstances change—whether it's marriage, divorce, the birth of children, or financial changes.
How long does the estate planning process take?
It typically takes a few weeks to a few months, depending on the complexity of your plan. We’ll work efficiently to ensure your plan is created as smoothly as possible.
How much does estate planning cost?
Costs vary depending on the path you choose. Our options range from working with local attorneys to our affordable Legal Shield plan. We’ll help you find the right fit for your needs and budget.
Protect Your Future Today
Ready to create your estate plan? Let’s schedule a consultation to discuss your options
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