Estate Planning

Planning for your estate is about more than documents — it’s about protecting your legacy, honoring your wishes, and bringing peace of mind to your family.

At J Merrill Financial, we provide professional document preparation services for wills, powers of attorney, trusts, and updates. Our process is designed for clarity and security, helping you take control today while preparing for tomorrow. A secure client portal (coming soon) will also allow you to access and manage your documents with ease.

To make your planning process even simpler, we’ve created an Estate Planning Pricing Guide — a straightforward way to review available services and costs upfront. With this in hand, you can schedule your consultation feeling informed and confident.