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Estate Planning

May 21, 2024

StagePoint has partnered with Peacefully to provide streamlined estate planning for you and your loved ones.

Without proper planning, settling an estate takes an average of 500 hours and tens of thousands of dollars. A comprehensive estate plan can help you leave a lasting legacy. With 30 minutes, you can provide your loved ones peace of mind. 


Peacefully is a caring solution designed to help you plan for the future and expertly settle affairs after the loss of a loved one. 


Whether you need help planning for end-of-life or you need help settling affairs for a loved one who has recently passed, Peacefully can help every step of the way. 

  • Customized estate planning legal documents (including a will, power of attorney, and guardianship designations) to make sure that your wishes about what should happen to your assets are followed and to prevent your loved ones from losing money in probate

  • Advance directive and healthcare power of attorney documents to help you document your healthcare wishes, so loved ones don't have to make difficult decisions

  • A secure digital planning vault that guides you through important documents to gather (on financials, real estate, dependents, utilities, pets, etc.) and shares them with a trusted contact after you pass

  • A checklist to guide you on all the steps necessary to settle an estate with detailed instructions, reminders, and collaboration

  • Access to estate planning and settlement concierge support to answer your questions and help complete tasks after a loved one passes 

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