Our Estate Planning Services

At Amy Bloom Enterprises, we offer comprehensive and personalized estate planning services to help you protect your legacy. We understand that estate planning can be complex, so we strive to make it simple, secure, and personal for you.

Comprehensive Estate Planning Documents

We provide a full suite of customizable legal documents and services to meet your specific needs:

  • Wills
  • Revocable Trusts
  • Financial Power of Attorney
  • Health Care Power of Attorney
  • Beneficiary Designations
  • Guardianship Designations
  • Digital Asset Planning
  • Legal services provided by attorneys in a Professional Attorney Network
  • A secure online account to store your estate documents
  • Update and maintain the estate plan documents at any time
  • Digitally share the estate plan documents with family members, financial advisors, executors, etc.
  • Add and track assets as the estate grows
  • Visual summaries that make the estate plan easy to understand
  • Ability to purchase a deed order to align property ownership with the estate plan.

Ideal Clients

Our services are tailored to meet the unique needs of:

  • Retirees
  • Married Couples
  • Individuals

We ensure that each client receives personalized attention and a comprehensive estate plan that reflects their wishes. 

Why Choose Amy Bloom Enterprises?

At Amy Bloom Enterprises, we believe estate planning should be simple, secure, and personal. 

Attorney Assignment
Every client is matched with a licensed estate planning attorney for personalized guidance and review. Virtual consultations ensure convenience and clarity.

Trust & Estate Funding
We help you fund your trust and align your assets with your estate plan. Our team ensures proper titling and asset transfer to avoid probate and protect your legacy.

Delivery Options
Receive your estate plan in:

  • Professional binder with printed paper documents
  • Secure digital files for easy access and sharing

"The team of experienced attorneys and estate professionals guided me through every step of the process, ensuring my wishes were documented and my legacy protected. I highly recommend their services!"

Lynn Anderson