What Is Estate Planning
Estate planning is the process of legally structuring your assets, wishes, and care preferences to ensure your legacy is protected—and your loved ones are cared for. With the right plan, you stay in control during your lifetime and beyond.
Introducing Our Exclusive Digital Estate Planning Platform
Through our partnership with Wealth.com, we’re proud to offer a modern, secure, and easy-to-use estate planning experience—all guided by your trusted advisors at Limehouse Financial.
What You Get
Custom Wills & Trusts
Create legally valid wills, revocable trusts, and living trusts that reflect your exact wishes.
Healthcare & Financial Directives
Set up Powers of Attorney and Healthcare Proxies so your loved ones are never left guessing.
Digital Vault
Store and access all your estate documents in a secure, encrypted online vault 24/7.
AI-Powered Plan Visualization
Understand how your assets transfer, who benefits, and where gaps may exist—at a glance.
Scenario Modeling
Instantly see how life changes—like marriage, children, or new assets—impact your plan.
Why Estate Planning with Limehouse + Wealth.com?
What You Get
Guided by a Fiduciary Advisor
AI-Powered Insights
Ongoing Updates & Revisions
Digital Vault & Sharing
Legal Across All 50 States
Who Should Have a Plan?
Young Families
02
Retirees and pre-retirees
03
Business owners
04
Blended families
05
High-net-worth individuals
06
Anyone who wants to control their legacy
What Clients Are Saying
“The platform was so intuitive. I created my will, set up a trust, and felt total peace of mind—in under an hour.”
“It’s the most impressive tech I’ve ever seen in financial planning.”