Welcome to Chivot Estate Planning
We help individuals and families create clear, legally valid estate plans without the stress of traditional law firms.
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Whether you’re planning for the first time or updating an existing plan, our process is designed to be simple, secure, and accessible.
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From wills and trusts to healthcare directives and powers of attorney, CHIVOT helps you protect what matters most.
Family Estate Planning
Get Started Today
Creating an estate plan doesn’t have to be complicated. With CHIVOT, families can create wills and trusts online, with guided support and the flexibility to update their plan as life evolves.
Trusts
Control how your assets are managed and distributed
Wills
Clearly document your wishes and protect the people you care about.
Memberships
(Coming Soon)
Ongoing access to updates, support, and tools to keep your estate plan current as life changes.
Membership
Estate planning should bring confidence, not stress. CHIVOT helps families create wills and trusts online, with guided support and a membership approach that supports long-term planning.
Professionals Estate Planning
Get Started Today
Expand your value to clients with a streamlined estate planning solution. CHIVOT allows financial professionals to integrate estate planning into their practice with a clean, compliant, and modern approach.
Financial Professionals
Expand the value you offer clients by integrating estate planning into your advisory process.
Attorneys
Attorneys
Streamline estate planning delivery while maintaining professional oversight and client control.
Real Estate Agents
Support clients through major life transitions by connecting estate planning to key property decisions.
Why Choose Us?
Expert
Guidance
Professional Expertise
Our team of seasoned estate planning attorneys provides expert guidance on wills, trusts, and powers of attorney, offering you and your loved ones peace of mind and financial security.
Personalized Solutions
Tailored Estate Plans
We offer customized estate planning solutions designed to meet your specific requirements, ensuring that your wishes are executed effectively and efficiently.
Family Security
Safeguard Your Family's Future
Protect your family's future by entrusting Chivot Estate Planning with your estate planning needs. We focus on minimizing tax implications and maximizing asset protection to ensure the well-being of your family.
Client Testimonials
“Working with Chivot Estate Planning was a seamless experience. Their expertise and personalized service made estate planning stress-free.”
John Smith
FAQ
Have questions about estate planning? Find answers to some common queries below.
1
Importance of Estate Planning
Estate planning is crucial for protecting your assets and ensuring the effective execution of your wishes. It offers peace of mind and security for you and your loved ones.
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Updating Your Estate Plan
Regularly reviewing your estate plan, especially after major life events such as marriages, births, or significant financial changes, is recommended. This ensures that your plan remains current and aligned with your evolving circumstances.
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Essential Estate Planning Documents
Key documents include wills, trusts, powers of attorney, and healthcare directives. These legal instruments form the foundation of a comprehensive estate plan, facilitating a smooth transfer of assets and decision-making processes.
4
Role of an Estate Planning Attorney
An estate planning attorney provides expert guidance on legal matters, assists in navigating complex laws, and ensures the legal soundness of your estate plan while tailoring it to your specific needs.