Estate Planning Services

A Will That Protects Your Family and Legacy.

Secure your loved ones’ future and ensure your wishes are honored with a comprehensive will.

Why You Need a Will?

Are you confident you know exactly what will happen to your loved ones and assets when you pass away? If not, it’s time to take control.

During your Family Wealth Planning Session with us, we’ll explain what would happen legally to your estate and heirs. We’ll help you understand the financial impact and how to avoid unnecessary burdens on your family.

Wills
Wills

Who Needs a Will?

At a minimum, every adult should have a..

Will

Durable Power of Attorney

Advanced Health Care Directives

Medical Power of Attorney

These documents ensure your wishes are clear, and your loved ones are protected. Don’t put off drafting your will—let Rose Harper Law make it easy and affordable.

Common Requirements for a Valid Will

The requirements for creating a valid will may vary by state, but generally, you must..

Be at least 18 years old.

Be of sound mind and acting voluntarily.

Have a written document clearly outlining your wishes.

Sign the will in front of a notary with two disinterested witnesses who also sign.

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What About Trusts?

If you have or are considering a revocable trust, you still need a will. At Rose Harper Law, we include pour-over wills in our trust plans.

This ensures any assets unintentionally left out of your trust are still protected and avoids probate.

Your Estate. Your Legacy. Your Plan

A Simple Process for Lifelong Protection

Estate planning doesn’t have to be overwhelming. We guide you every step of the way—helping you secure your assets, protect your family, and create a legacy with confidence.

01

Family Wealth Planning Session

  • Get to know you, your family, & your assets.
  • Choose, customize, & commit to a plan that fits your needs.
  • We design your plan

02

Document signing session

  • Review your plan and plan documents.
  • Answer your questions, sign your documents.
  • Review plan to move assets into trust.

03

Binder delivery meeting

  • Discuss your finalized plan.
  • Learn how to use your KPP.
  • Review deed and asset transfers (if applicable)

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frequently asked questions

What You Need to Know About Wills

A will ensures your assets are distributed as you wish and appoints guardians for minor children.

Without a will, state laws determine asset distribution, which may not align with your intentions.

Yes, you can and should update your will as your circumstances change.

It’s a will designed to work with your trust, ensuring all assets are directed into the trust.

Rose Harper

Your Legacy.
Your Plan.
Your Peace of Mind.

Don’t leave your family’s future to chance. Secure your assets and protect your loved ones.

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