Estate Planning, Trusts, Wills & Powers of Attorney
Protect your wishes and the people you love
A thoughtful estate plan gives your family clarity when it matters most. We help you organize wills, trusts, powers of attorney, healthcare wishes, beneficiary designations, and account ownership so your plan reflects what you want and works together as life changes.
Solomon Estate and Wealth Planning is not a law firm and does not provide legal advice. We provide document-preparation assistance only; documents are reviewed and prepared by a licensed attorney.
Real information, no pressure
A clearer next step starts here.
The Solomon approach
Clear decisions. Thoughtful protection. A plan you can live with.
We start with your life, not a product. Your goals, timeline, family, income needs, and comfort with risk shape the conversation — so you understand your options before you decide what comes next.
Have a question before booking? Contact us →What this can help you do
Benefits of a focused review
Every conversation is tailored to your situation, with the trade-offs explained in plain language.
Protect your legacy
Organize your assets around the people and causes you care about, consistent with your wishes.
Understand the probate process.
Well-structured wills and trusts may help your family navigate the probate process.
Wills, trusts, and powers of attorney
We help you organize the documents and decisions that protect your wishes and your family.
Generational wealth
Build a plan that supports children, grandchildren, and the next generation with confidence.
Your session
What to expect
- 01
Understand your wishes
We listen first — your family, your assets, and how you want your legacy protected and shared.
- 02
Map your estate
We review existing documents, beneficiaries, and account titling to spot gaps and risks.
- 03
Build your plan
You receive coordinated recommendations for wills, trusts, powers of attorney, and beneficiary strategies in plain English.
Questions, answered
Frequently asked questions
Do I need a trust or just a will?
It depends on your assets and goals. Many families benefit from a will, while trusts may help families navigate the probate process and define how assets may be distributed. We’ll help you decide what fits.
I already have a will — is that enough?
Often it’s a great start, but beneficiary designations, account titling, and life changes can leave gaps. We’ll review what you have and flag anything that needs updating.
Is estate planning only for the wealthy?
Not at all. Estate planning is about protecting your family and your wishes at any level of wealth — it’s about clarity and control, not just dollars.
Ready when you are
Leave the conversation with clear, actionable next steps.
Book online or call (334) 459-8264. We’ll meet you where you are and help you understand what comes next.