Protect What Matters Most. Plan for What Comes Next.

Estate planning isn’t just for wealthy families. It’s about protecting the people you care about, making important decisions in advance, and ensuring your wishes are understood when you can no longer speak for yourself.

At PIM Tax Services, we help individuals and families take this important step through our partnership with EncorEstate Plans.

Our basic estate planning service offers a structured, affordable way to organize your wishes and facilitate the preparation of essential estate planning documents.

Whether you’re creating your first estate plan or updating an existing one, we’ll help you understand the process and determine whether our services are appropriate for your needs.

Tier 1: Powers Plan

Essential decision-Making Elements

Essential documents to help protect you if you become unable to make important decisions for yourself.

Includes, for one person:

  • Financial Power of Attorney

  • Advance Healthcare Directive

  • Healthcare Power of Attorney

  • HIPAA Authorization and Release

$395

Tier 2: Will-Based Plan

Document your wishes and beneficiaries

A foundational estate plan for individuals or married couples who want to document their wishes, identify beneficiaries, and provide instructions for the distribution of their estate.

Includes:

  • Last Will and Testament
  • Financial Power of Attorney
  • Advance Healthcare Directive
  • Healthcare Power of Attorney
  • HIPAA Authorization and Release

$1,395

Tier 3: Trust-Based Plan

Revocable Trust and Supporting Documents

A more comprehensive estate plan for individuals or married couples who want to establish a revocable living trust and coordinate the distribution of their assets.

Includes:

  • Revocable Living Trust
  • Certification of Trust
  • General Transfer Document
  • All “Powers” Documents
  • Pour-Over Will
  • Property Agreement (community property states only)

$1,995

Why Estate Planning Matters

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your family when unexpected circumstances arise.

A properly prepared estate plan can help you:

  • Choose who will manage your financial affairs if you become incapacitated.
  • Identify who will make healthcare decisions on your behalf.
  • Specify who should receive your assets after your death.
  • Name guardians for your minor children.
  • Reduce uncertainty and potential disagreements among loved ones.

For military and veteran families, frequent relocations, retirement benefits, real estate ownership, and changes in family circumstances can make estate planning especially important.

Our goal is simple: Help you make important decisions today so your loved ones have clearer guidance tomorrow.

How PIM Estate Planning Works

Through our partnership with EncorEstate Plans, PIM helps clients navigate a structured estate planning process.

1. Initial Consultation: We discuss your goals, family circumstances, and whether our basic estate planning service is appropriate for your needs.

2. Organize Your Information: We help you identify your assets, beneficiaries, trusted decision-makers, and planning preferences.

3. Prepare Your Documents: We facilitate the document preparation process through EncorEstate Plans.

4. Complete Your Estate Plan: We explain the steps involved in executing your documents and coordinating asset ownership and beneficiary designations. Legal requirements vary by state.

5. Keep Your Plan Current: Major life events, changes in family circumstances, and relocations may create a need to review your estate plan.

Some situations require individualized legal advice. When circumstances exceed the scope of our services, we recommend consulting a qualified estate planning attorney.

PIM Tax Services is not a law firm and does not provide legal advice. Our basic estate planning services are facilitated through our partnership with EncorEstate Plans. Some circumstances require individualized assistance from a licensed attorney.

Ready to get started? Schedule a complimentary consultation to discuss your estate planning needs and determine whether our service is right for you.