Tomorrow is unpredictable. Get ready with our Estate Planning kit
Download your copy of our essential and comprehensive Estate Planning kit.
Thinking about estate planning can be tricky. How much do you want to leave behind? Who gets what? Need a will or a trust? Download your easy-to-follow Estate Planning kit and make sure your wishes are set.
Here's what's included in the full package
Helping you navigate the challenges of Estate Planning and everything that comes with it
Organizer
Estate Planning Organizer
Our Estate Planning Organizer can help you gather all your important details in one place. It makes meetings with experts quicker, helps keep plans updated, and can give you peace of mind by making sure everything’s clear and easy to find. We want to make planning your estate simpler and less worrying.
ebook
A Practical Guide to Estate Planning
An estate planning guide simplifies the complex process of planning one’s legacy. It provides clear steps, helps individuals make informed decisions, saves time and potential costs with professionals, and prevents common mistakes. Essentially, it’s a roadmap that offers clarity and direction, making estate planning more straightforward and efficient.
Checklist
What to Do After a Loved One Dies
This checklist offers clear instructions during emotional times, ensuring no crucial steps are overlooked. Think of it like a helping hand, offering clarity and comfort during the challenging journey of loss and healing.
Your future. Managed.
Lucia Capital Group. Focused on all aspects of your financial planning.
At Lucia Capital Group, we strive to help families and individuals increase the probability of pursuing their goals by providing comprehensive financial advice, a team philosophy, and a process-driven investment strategy. We take pride in conducting financial planning with a Strategy First® approach, which is our way of saying that we focus on getting your financial strategy aligned, then we focus on building you a personalized portfolio designed to help manage your strategic goals.
