Estate Planning 
Provides Clarity of Your Wishes

At Southshore Financial Planning, we have partnered with a third-party firm to help our clients update or establish estate planning documents. Documents are connected with an estate attorney in the state of their primary residence. 

Estate Plan Documents:

Revocable Trusts

Last Will & Testaments

Power of Attorneys

Healthcare Directives

Funding Guides

Special Needs Trusts