We support individuals and families in creating wills and trusts using secure, state-specific, lawyer-backed software, paired with plain-language guidance every step of the way.

This service is designed to help you:

• Understand estate planning options in everyday language

• Make informed decisions without legal jargon or pressure

• Create documents that reflect your wishes and family needs

• Move through the process efficiently and confidently

Our role is to guide and educate — helping you understand what you’re creating and why it matters.

Creating documents is only part of an effective estate plan. A trust must be properly funded in order to function as intended.

We help clients understand and complete the trust funding process so their plan works when it matters most.

This support includes:

• Guidance on aligning eligible assets with your trust

• Education on common funding gaps and oversights

• Support to reduce confusion, delays, and unfinished plans

This step is frequently overlooked — and it’s one of the most important.

Estate planning is not a one-time event. Life changes, and your plan should evolve with it.

Northwest Legacy Advisors positions itself as a long-term partner, helping clients revisit and adjust their plans as circumstances change.

Ongoing support may include:

• Marriage, children, or family changes

• Relocation to a new state

• Changes in assets or beneficiaries

• Questions from family members or trustees

Our goal is to help your plan remain clear, current, and understood over time.

Northwest Legacy Advisors LLC offers licensed public notary services both in connection with estate planning and as a standalone service.

Whether you are completing estate planning documents or need notarization for other eligible paperwork, we provide a convenient, professional notary experience designed to reduce delays and extra appointments.

Notary services may include:

• Estate planning document notarization

• Trust and affidavit notarization

• General notary services for eligible documents

Notary services are administrative in nature and do not constitute legal advice.