Estate Planning, Wills and Trusts

SECURE THEIR FUTURE WITH A PLAN BUILT ON LOVE

Planning for Everyone You Love and Everything You Have

Have you ever wondered, What would happen to my loved ones, my assets, and my legacy if something unexpected happened to me?

Take a moment to consider:

• Would your loved ones know exactly what to do?
• Would your assets go directly to the people you care about—or would they get caught up in a costly and time-consuming court process?
• If your estate plan is out of date—or if you don’t have one—are you leaving your family’s future to chance?

If you’re unsure, you’re not alone. But here’s the truth: without an updated, carefully designed estate plan, your assets could be lost to the State Unclaimed Property Division or become tied up in probate court, leaving your family with stress, uncertainty, and unnecessary financial burdens.

DO YOU KNOW EXACTLY WHAT WOULD HAPPEN TO YOUR LOVED ONES OR ASSETS IF YOU WERE TO LEAVE TODAY?

If the answer is no, it’s time to find out. Understanding your current legal and financial situation is the first step to ensuring everyone you love and everything you own is protected, no matter what happens.

How Can P.A. Lundy & Associates Help You?

At P.A. Lundy & Associates, we start with a Family Wealth Planning Session designed to give you clarity and confidence.

During this process, we’ll:

• Help you complete a Family Wealth Inventory and Assessment to identify everything you own and what needs attention.
• Spend time getting to know your family, your goals, and your concerns.
• Work with you to create an estate plan that protects your loved ones and reflects your unique situation.

Whether that means setting up a revocable living trust to avoid probate or developing a comprehensive plan to minimize estate taxes, we’ll make sure your plan is right for you—because no two families are the same.

But what about your life insurance?

Did you know that life insurance can be one of the most impactful tools in your estate plan? It provides financial security for your family, covers immediate expenses, and ensures your loved ones can carry on without unnecessary financial strain.

That’s why we offer the expertise of our in-house specialist, Troy Lundy, who can help you choose the right life insurance policy to complement your estate plan.

Here’s your chance to take control.

Click here to request a complimentary life insurance consultation with Troy Lundy. Let’s work together to secure the future of the people you love most.

Your Legacy Matters. Let’s Protect It Together.

At P.A. Lundy & Associates, we believe estate planning isn’t just about documents—it’s about leaving behind love, care, and security for the ones who matter most. If you’re ready to ensure your family is protected and your wishes are honored, we’re here to guide you every step of the way.

Take the first step today. Click link below to schedule your consultation and start building a legacy of love.