Expert Insurance Advice | Compare lowest plans available now | Call 512-361-1801

Crossroad Insurance Group BBB Business Review

Secure your

Financial Future

Retirement Benefits

Securing your financial future in a rising economy is more important than ever. Using programs like 401k, Annuities, Index, and Fixed programs can help you accomplish yours later in life goals. We use different products and services to build a program based on your needs and goals. We Partner with top financial institutions and Planners to make sure we have plenty of options for your future.

Ask Me About Wills, Trusts and Estate Planning!

Legacy & Estate Planning

What is an Estate Plan?

An estate plan is an umbrella term for a group of documents that specify how your assets, personal

property, and dependents should be handled when you pass away. It can also outline your wishes

for your legacy, healthcare, and end-of-life celebration.

Do I really need an estate plan?

Estate planning isn’t just for the wealthy, it’s for anyone who wants to avoid leaving a mess

behind. Life is unpredictable, but planning ahead ensures your loved ones aren’t left with

questions that can cause costly and lengthy legal issues.

What is the difference between a Will and a Trust?

A will determines who receives your assets but must go through probate court, which can be

lengthy and costly. A trust avoids probate, enabling faster, private distribution—ideal for those

with dependents, real estate, or a business.

How does Legado work?

Estate planning isn’t just for the wealthy, it’s for anyone who wants to avoid leaving a mess

behind. Life is unpredictable, but planning ahead ensures your loved ones aren’t left with

questions that can cause costly and lengthy legal issues.

Do I really need an estate plan?

Legado is a digital estate planning tool that walks you through a simple seven-step journey to

cover every detail is considered. Once you’ve completed the journey your documents are created

and you’ll be on your way towards protecting your legacy. If you have the Standard Package, you

will connect with an attorney online.

You need an estate plan if you have:
A Partner
Children
A Pet
Real Estate
A Bank Account

What is a Revocable Trust?

A Revocable Living Trust is a legal document that lets you manage your assets during your life and easily

transfer them after you pass, generally without going through probate. Get your own Trust with our Standard Package.

Documents & Services

Essential
Standard
Package Price $99 $499
7-Step JourneyXX
Basic WillXX
Living WillXX
Healthcare ProxyXX
HIPAA ReleaseXX
Durable Power of AttorneyXX
Legacy LibraryXX
Pet Estate PlanXX
HIPAA Compliant Document StorageXX
Advanced Medical Directive RecommendationsXX
End-of-Life Celebration WishesXX
Free Basic AmendmentsXX
Revocable Living TrustX
Pour-over WillX
Pet TrustX
Letter of WishesX
Digital Details OverviewX
Quitclaim DeedX
Email Attorney Support and ReviewX
Implementation GuideX
Settlement GuideX

Select the right Retirement plan for your future.

© Copyright 2025 All Rights Reserved