Plan Today. Rest Easy Tomorrow.
An estate plan isn’t just a document—it’s a powerful act of love, clarity, and protection. Whether you're building your legacy or just getting started, now’s the time to take control of your future.
We’ve made it simple, affordable, and stress-free—because your peace of mind is worth it.
We Make Estate Planning Seamless
Protect what matters most—in 30 minutes or less.
We've teamed up with Trust & Will—the leader in online estate planning—to offer you a simple, affordable way to create a will or trust, without the confusion or legal jargon, because your legacy deserves more than a spot on your to-do list.
Whether you're growing your wealth, safeguarding your family, or organizing your finances, we're here to help every step of the way.
A partnership built on a stronger financial future
We believe in building strong relationships. The better we know you – your lifestyle, goals, and concerns – the better we can tailor your financial plan and guide you toward achieving your goals.
Why Caplo Clients Choose Trust & Will
Simple + Smart
Step-by-step guidance with documents that are legally valid in your state—built by attorneys, tailored by you.
Exclusive Member Savings
Receive your first shipment of documents for free.
Support When You Need It
Have a question? Their team of experts is ready to guide you through it.
Peace of Mind Starts Now
Complete your plan in as little as 20–30 minutes and get back to living your life.
Getting Started is Easy
01
Let’s Talk Goals
We start with an introductory call to understand your existing retirement accounts, your goals, risk tolerance, and timeline.
02
Build Your Strategy
Together, we will design a tailored plan outlining the estate planning process and what to expect with your new investment.
03
Create Your Estate
We handle the logistics—from paperwork to compliance we will work with you throughout the whole process. You start building your future.
04
Plan your Future
Now that you’re a Caplo client, our partnership begins. As your trusted advisor, we’re here to ensure you always have clarity—knowing where your money is, how it’s working, and how it supports your goals.
Getting Started is Easy
01
Let’s Talk Goals
We start with an introductory call to understand your existing retirement accounts, your goals, risk tolerance, and timeline.
02
Build Your Strategy
Together, we will design a tailored plan outlining the rollover process and what to expect with your new investment.
03
Roll It Over
We handle the logistics—from paperwork to compliance we will work with you throughout the whole process. You start building your future.
What Do You Gain With an Estate Plan?
Clarity for Your Loved Ones
Leave no question marks. Your estate plan outlines exactly what happens to your assets, your dependents, and your wishes—so your family isn’t left guessing.
Control Over Your Wealth
You’ve worked hard to build it—an estate plan gives you the power to decide how, when, and to whom your assets are passed on. No court interference. No surprises.
Protection of Children & Pets
Nominate trusted guardians and ensure the people you love most are always in the right hands, even if you’re not there to make the decisions yourself.
Avoidance of Probate & Delays
Skip the red tape. A trust-based estate plan helps your loved ones avoid lengthy court processes and costly fees, giving them quicker access to what you’ve left behind.