Protect Your
Legacy
With Expert
Guidance.
AVI Planning bridges the gap between financial wisdom and legal protection — custom will and trust planning guided by your advisor and reviewed by estate attorneys.
Wills, trusts, medical directives, and estate planning support built around your family's future.
Guided planningfor the peoplewho matter most.
Planning Should Feel Guided, Secure, And Personal.
Many families delay creating a will or trust because the process feels overwhelming, expensive, or uncomfortable. Without a clear plan, loved ones face probate, confusion, and difficult decisions during an already emotional time.
AVI Planning makes it approachable — combining the personal guidance of a trusted advisor with the legal precision of attorney-reviewed documents.
A Simple Path From Uncertainty To Clarity.
Three steps to turn important decisions into a protected, documented plan.
Discover
Sit with your trusted advisor to map your wishes, assets, family goals, and long-term priorities in a guided conversation.
Design & Review
Your custom will or trust is drafted around your goals, then reviewed by specialized estate attorneys for legal precision.
Secure
Sign your finalized plan and move forward knowing your loved ones and legacy are fully protected.
Will & Trust Packages
Advisor-guided, attorney-approved planning with no surprise fees.
Will Package
Essential legacy documents
- Last will and testament
- Beneficiary designations review
- Advisor-led discovery session
- Attorney review & approval
Trust Package
Comprehensive asset protection
- Revocable living trust
- Pour-over will
- Trust funding guidance
- Full attorney review & approval
Advisor-Led Guidance.
Attorney-Approved Protection.
Human-Centric Guidance
Your advisor is with you every step — helping translate complex decisions into a plan that fits your family.
Legal Precision
Attorney review ensures your documents are accurate, enforceable, and built to hold up when they matter most.
Holistic Planning
Your estate plan is designed to align with your assets, tax strategies, investments, and broader family goals.
Premium Value
Attorney-backed planning at an accessible cost — without sacrificing quality, care, or attention to detail.
DIY Templates Often Fail When Families Need Them Most.
Online forms may seem convenient, but estate planning is never one-size-fits-all. Without guidance and attorney oversight, critical details get missed — and loved ones are still left with confusion when it counts.
Family structure, blended households, healthcare wishes, and beneficiary choices often require more than a template can offer.
Attorney review helps ensure the plan truly reflects your wishes and protects the people you love — not just in theory, but legally.
A complete plan reduces conflict, costly probate, and impossible decisions during your family's most emotional moments.
Built From Loss. Designed To Protect Families.
AVI Planning was not born in a corporate boardroom. It was born from a family tragedy. After losing someone incredibly close, the family discovered there was no will or trust in place. Instead of being allowed to grieve, they were pulled into a long, expensive, and emotionally exhausting probate process.
That experience revealed a gap that too many families fall into. Traditional estate planning often feels too expensive, too complicated, or too easy to delay. AVI was built to change that — pairing advisor-led strategy with attorney-approved legal protection.
"We endured the worst-case scenario so we could help families prevent it." — AVI Planning founders
Life By Design,
Not By Default.
Your family, your wishes, and your legacy deserve more than uncertainty. A conversation today can protect everything that matters.
Start Designing
Your Plan.
Reach out to begin a thoughtful, attorney-reviewed estate plan built around your family's future.
Let's Build Your
Legacy Together.
It only takes a few minutes to get started. We'll guide you through the rest.
Website Designed By Charles Choate Creative, LLC.
© 2026 All rights reserved.