Begin your estate plan now for peace of mind later.

Protect your assets and loved ones with a personalized plan that clearly reflects your wishes.

280K +

Businesses Formed

75K +

Business Taxes Filed

$2.5M

Business Credits/Mo.

Safeguard what you’ve built and plan what comes next.

For business owners, estate planning is essential. It preserves control over your assets, intentions, and long-term legacy.

Trust Planning Documents

Define protections and asset distribution for what matters most.

Healthcare Directive

Document medical preferences and assign healthcare decision authority.

Financial Authority

Authorize a trusted person to manage legal and financial matters.

Supplemental Will

Provide coverage for assets outside your trust.

Printed Estate Binder

Receive a professionally bound estate plan delivered to you.

Secure Online Access

Complete forms, upload files, and review details in one portal.

What to expect from our estate planning services

Get clear answers to common questions about our estate planning process.

What documents are part of your estate planning service?
Our estate plans include core documents such as a trust, living will, Power of Attorney, and a pour-over will to cover assets, care directives, and wishes.
How quickly can my estate plan be completed?
Timing depends on plan complexity and response speed. Straightforward plans may take days, while more detailed plans can take longer.
Am I able to update my estate plan later?
Yes. Updates can be made as circumstances change, and reviewing your plan regularly is encouraged.
How will I receive my completed estate documents?
Final documents are professionally printed and mailed to you, with digital access available and reprints offered upon request.

Don't just take our words for it!

“incorpowrap made starting my LLC incredibly smooth. Everything was explained clearly, handled professionally, and completed faster than I expected.”

James Carter

Small Business Owner

“From tax filing to ongoing compliance, incorpowrap took the stress completely off my shoulders. I finally feel confident that everything is done the right way.”

Linda Martinez

E-commerce Founder

“Building business credit felt complicated until I worked with incorpowrap. Their guidance was precise, strategic, and tailored to my long-term goals.”

Omar Benali

Startup Founder

“The estate planning and legacy protection services gave me real peace of mind. incorpowrap helped me structure everything to protect my family and my business.”

Rachel Thompson

Entrepreneur & Investor

“incorpowrap handled our LLC formation and compliance with absolute precision. The process was clear, fast, and completely stress-free from start to finish.”

David Reynolds

Managing Partner

“Tax season used to be overwhelming. With incorpowrap managing everything, I know my filings are accurate and optimized, and I can focus on growing my business.”

Sophia Williams

Online Business Owner

“The business credit guidance from incorpowrap was a game changer. They helped me build strong credit profiles that opened doors to real funding opportunities.”

Youssef El Amrani

Startup Founder

“Their estate planning and legacy protection services gave me total peace of mind. incorpowrap helped me protect both my assets and my family’s future.”

Michelle Anderson

Investor & Business Owner

Estate myths truth or misconception

Estate planning isn’t only for the wealthy or retired. It’s a practical step for entrepreneurs to protect assets, honor intentions, and preserve a lasting legacy.

Misconception

Estate planning isn’t just for high net worth individuals.

Every business owner leaves something behind. A plan helps protect your family, your work, and your business—no matter its size.

Truth

Estate planning safeguards your business future.

What you build goes beyond a company—it’s a legacy. Incorpowrap helps align your business interests with personal wishes to protect everything long term.

Truth

Business assets can face probate delays.

Without proper planning, your business may be stalled or disrupted. Estate documents help ensure continuity or an orderly transition.

Misconception

I don’t need an estate plan yet.

Life is unpredictable at any age. An estate plan provides clarity and peace of mind by ensuring your wishes are honored.

Estate planning FAQs

Learn why many new business owners decide to plan early.

What does an estate plan do, and why is it important?
An estate plan is a collection of legal documents that directs how assets, responsibilities, and healthcare decisions are handled if you’re unable to act or pass away. It protects loved ones, honors your wishes, and helps avoid delays and disputes.
Do business owners need additional estate planning?
Yes. Owners often require planning for succession, ownership transfer, and continuity. A strong plan helps protect the business, define leadership changes, and manage taxes tied to business assets.
How can estate planning affect taxes?
Estate planning can reduce or delay certain taxes, including estate and capital gains. Tools like trusts and gifting strategies help preserve assets for beneficiaries.
What role does a living will play in an estate plan?
A living will states your medical treatment preferences if you can’t communicate, giving family and providers clear guidance during critical situations.
When should an estate plan be updated?
Plans should be reviewed every few years or after major life changes such as marriage, divorce, new children, or asset changes to keep them current.
How does a trust differ from a will?
A will directs asset distribution after death and goes through probate. A trust can hold assets during life, avoid probate, and offer added privacy and control.

Begin your business on solid ground.

Form Your Business

Handle Your Taxes

Strengthen Your Business Credit

Protect Your Estate

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