Protecting your wishes, not just your assets
The Reality
Estate planning isn't just for the wealthy — it's for anyone who wants to make sure their wishes are honored and their family isn't left guessing. Yet most people put it off, assuming it's more complicated (or more expensive) than it actually is to get started.
What We Offer
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Will, trust, power of attorney, and medical directive, included at no additional cost with a qualifying life insurance policy through our partners Ethos and Foresters, for qualified clients
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Making sure your life insurance, retirement accounts, and policies reflect your current wishes
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Structuring coverage to support your broader estate goals
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For clients who want will, trust, POA, and medical directive documents without a life insurance policy — available soon
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For complex estates or needs outside our current document offerings, we connect you with a trusted estate attorney in our referral network
Our Approach
Through our partnerships with Ethos and Foresters, qualified clients who put a life insurance policy in place can also receive a will, trust, power of attorney, and medical directive at no additional cost — real legal protection, built into the process of protecting your family financially. These documents are prepared through our partners' legal service platforms, not drafted by Live Soulfully directly; we help you understand whether you qualify and walk you through how to access them. For estates that are more complex, or for anyone who wants documents without a policy, we connect you with a trusted estate attorney in our referral network — and we're building a standalone document option for exactly that need.
Who This Is For
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Anyone getting a new life insurance policy who wants estate documents handled at the same time, at no extra cost
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Parents wanting legal guardianship and beneficiary designations in place
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Anyone who has never reviewed their beneficiary designations
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Blended families needing clarity on who receives what
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Individuals updating their plan after a major life change (marriage, divorce, new child, death of a loved one)
How It Works
Free consultation to talk through your family situation, goals, and life insurance needs
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If you qualify for a policy through Ethos or Foresters, we walk you through accessing your complimentary will, trust, POA, and medical directive
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For needs outside our current document offerings, we refer you to a trusted estate attorney
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We keep your insurance and beneficiary designations aligned as your life changes
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Common Questions
Are the estate planning documents really free?
Yes — for qualified clients who put a qualifying life insurance policy in place through our partners Ethos or Foresters, a will, trust, power of attorney, and medical directive are included at no additional cost. Qualification depends on the policy and carrier requirements.
Do I have to buy a life insurance policy to get these documents?
Right now, the complimentary documents are tied to a qualifying life insurance policy. We're building a standalone option for clients who want the documents without a policy — reach out and we'll let you know as soon as it's available.
Who actually prepares these documents — are you an attorney?No. The documents are prepared through our partners' legal service platforms (Ethos and Foresters), not drafted by Live Soulfully directly. We help you understand your eligibility and guide you through the process.
Let's make sure your wishes are protected.
Live Soulfully Wealth and Wellness Collective does not provide legal advice and does not draft legal documents. Complimentary will, trust, power of attorney, and medical directive documents are provided through third-party legal service platforms offered by our partners Ethos and Foresters as a benefit of a qualifying life insurance policy, subject to carrier and product eligibility requirements; availability varies by state. Standalone estate planning documents (without a policy) are not yet available. The September notary-expense offer is a limited-time promotion; see an agent for full terms, eligibility, and end date.
What's included with the September notary offer?
After any major life event — marriage, divorce, birth, death — and at minimum every few years even if nothing has changed.
How often should I review my beneficiaries?
For the month of September, Live Soulfully is covering notary expenses on qualifying estate planning documents. Ask your agent for full details and eligibility during your consultation.
Is estate planning only for people with a lot of assets?
No. If you have a life insurance policy, a retirement account, or minor children, you have an estate that benefits from a plan.