Estate Planning Services
Simplified, Secure, and Integrated

At Starling Wealth Management, we believe financial well-being comes from knowing every part of your financial life—your investments, retirement goals, and legacy—work together in harmony.
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That’s why we work with Wealth.com, the industry’s leading* digital estate planning platform built and maintained by leading estate attorneys. Together, we offer a guided, secure way to create attorney-approved estate documents online from the comfort of your home—without the hassle of multiple office visits or steep legal fees.
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What Is Estate Planning?
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Estate planning is the process of legally documenting your wishes for how your assets, property, and personal matters should be handled—both during your lifetime and after you’re gone.
It ensures that:
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Your loved ones are cared for and your assets are distributed as you intend.
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Trusted individuals can make healthcare or financial decisions on your behalf if you become unable to.
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Your estate is managed efficiently, helping minimize taxes, court costs, and family stress.
Simply put, estate planning gives you control, clarity, and confidence—safeguarding both your wealth and the people you love.
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Why It Matters
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Estate planning isn’t just for the wealthy—it’s for anyone who wants to safeguard what matters most. Through our collaboration with Wealth.com, you can:
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Create or update wills, trusts, and powers of attorney entirely online.
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Organize beneficiary designations and asset transfers in one place.
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Easily update your plan as life changes—no repeated attorney visits required.​
What We Offer

​We make estate planning simple and accessible with two comprehensive options designed to fit your needs:
Option 1: Last Will & Testament, Healthcare & Financial Powers of Attorney
Investment: $500*
Create essential documents that safeguard your family, clarify your wishes, and empower the people you trust to make important decisions on your behalf.
Option 2: Revocable Living Trust Package
Investment: $995*
A more advanced plan that includes all core documents—plus a revocable living trust to help manage your assets efficiently and avoid probate.
*For clients with assets of $1 million or more under management with Starling Wealth Management, both packages are complimentary.​​
A Complete, Connected Approach
Unlike many firms that refer clients elsewhere, we handle everything under one roof.
When you work with Starling Wealth Management, your investment, retirement, and estate strategies are all aligned—giving you confidence, clarity, and a lasting sense of assurance.
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*As recognized in the 2024 T3/Inside Information Advisor Software Survey.
Starling Wealth Management LLC and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.​
Wealth.com, Starling Wealth Management LLC, and LPL Financial are separate entities.
