A will, a living trust, powers of attorney, and a health-care directive make sure the people you love are cared for — and your intentions are followed — without confusion or court delays. We help you get it done through a guided, self-directed platform, with a licensed attorney available when you want legal review.
JF Wealth Strategies is not a law firm, and Jason Foster is not an attorney. We do not provide legal advice or legal services. We help you organize your information and create your own estate-planning documents through a self-directed platform (Wealth.com). We may offer general information and financial guidance, but we do not apply legal principles to your specific situation. For legal advice, you are encouraged to consult a licensed attorney — including those available through the platform's attorney network.
A will directs where your assets go; a living trust can help your estate avoid the cost, delay, and public record of California probate, and keeps control in the hands of people you choose. We help you think through beneficiaries, trustees, and special situations, then create the documents on the platform.
If you have children under 18, naming a guardian is one of the most important decisions an estate plan makes. We help you record your primary and alternate choices so the decision is yours — not a court's.
A durable power of attorney lets someone manage your finances if you become incapacitated; an advance health-care directive records your medical wishes and names who carries them out. Both take effect only if you're unable to act for yourself.
Your estate plan shouldn't sit in a silo. We help make sure it works alongside your buy-sell arrangements, key-person coverage, retirement accounts, and life insurance — so the plan for your family and the plan for your business point in the same direction.
We talk through your family, your assets, and what you want to happen — no cost, no obligation.
You fill out a guided intake online. It gathers everything the platform needs to build your documents.
Your plan is generated through the self-directed platform. A licensed attorney is available for legal review through the platform's network.
We help you understand next steps — signing, notarization, funding a trust, and keeping everything coordinated with the rest of your plan.
Start with a free, no-pressure conversation. If you'd rather dive in, begin the questionnaire and we'll follow up.