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Now is a meaningful time to create or update important legacy documents such as wills, trusts, powers of attorney, and advance health care directives.
Lor-etta provides educational guidance and document preparation support designed to help individuals understand estate planning concepts and prepare for conversations with licensed legal professionals.
Will Creation (Educational Support)
Will Creation (Educational Support)
We assist individuals in understanding the purpose of a will and how it helps document wishes, protect loved ones, and support an orderly distribution of assets.
Our support focuses on:
Our support focuses on:
Understanding what a will does
Identifying key decisions and considerations
Organizing information needed for legal document preparation
Lor-etta does not draft legal documents or provide legal advice. Final documents must be prepared or reviewed by a licensed attorney.
Trust Awareness & Preparation
Trust Awareness & Preparation
Trusts can play an important role in asset protection and legacy planning. Lor-etta provides educational information to help individuals understand:
Common types of trusts
General use cases and benefits
How trusts may support long-term planning goals
We also assist with organizing trust-related information to help clients prepare for professional legal guidance.
Estate Planning Consultation (Educational)
Estate Planning Consultation (Educational)
Lor-etta offers informational consultations focused on estate planning education, asset organization, and legacy awareness.
These consultations are designed to help individuals:
These consultations are designed to help individuals:
Understand estate planning terminology
Learn general inheritance concepts
Prepare informed questions for licensed professionals
This service is educational only and does not include legal advice.
Legacy Preservation & Planning
Legacy Preservation & Planning
Legacy planning is about more than documents—it is about values, clarity, and preparation.
Lor-etta supports individuals in organizing information and developing an educational framework that aligns with personal goals, family considerations, and long-term legacy intentions.
If you would like to learn more about estate planning education and legacy preparation, please contact us to begin the conversation.
Important Notice
Important Notice
Lor-etta is not a law firm and does not provide legal advice or legal representation. All estate planning services offered are educational and informational only. Clients are encouraged to consult with a licensed attorney for legal advice or document preparation.
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