Legacy & Estate Planning
Planning Today Brings Peace of Mind Tomorrow
Estate planning isn't just about passing on assets—it's about protecting your family, honoring your wishes, and making life's difficult moments a little easier for the people you love.
Whether you're creating a will, establishing a trust, naming someone to make healthcare decisions, or preparing a financial power of attorney, every step you take today helps provide clarity and confidence for tomorrow.
Not Sure if You Need a Will or Trust?
Estate planning doesn't have to be overwhelming. Whether you're just getting started or updating an existing plan, choosing between a will and a trust depends on your family, assets, and goals.
Our quick quiz can help you understand which option may be the better fit based on your situation. It's a simple first step toward protecting the people and things that matter most.
Do I need a will and/or trust?
Space for will/trust blurb
Create Your
Estate Plan Online
Once you've completed the quiz, you can create your estate planning documents online through our secure partner platform.
Whether you need a will or a trust, you'll be guided through the process step-by-step, allowing you to complete your documents at your own pace from the comfort of home. It's an affordable, convenient way to put a plan in place and gain peace of mind knowing your wishes are documented.
Make Your Healthcare Wishes Known
If you become unable to make medical decisions for yourself, who will speak on your behalf?
A Healthcare Directive allows you to document your wishes and appoint someone you trust to make healthcare decisions if you're ever unable to communicate them yourself.
Having this conversation now can ease stress for your loved ones and ensure your voice is heard when it matters most.
Your Healthcare Directive is available at no cost.
Give Someone You
Trust the Ability to Help
Life is unpredictable. A Financial Power of Attorney allows you to choose someone you trust to manage your financial affairs if you're ever unable to do so yourself.
This can include paying bills, managing accounts, handling insurance matters, or taking care of other financial responsibilities—all according to the authority you grant.
Creating one now can help avoid unnecessary delays, stress, and court involvement later.
Your Financial Power of Attorney is available at no cost.
Almost 65 Benefits Advisors is a d/b/a of J King Insurance Agency, Inc., a licensed health insurance agency. We are not affiliated with, endorsed by, or acting on behalf of the U.S. government or the federal Medicare program.
We do not offer every plan available in your area. Any information we provide is limited to the plans we do offer. Please visit Medicare.gov, call 1-800-MEDICARE, or contact your local State Health Insurance Assistance Program (SHIP) to get information on all of your options.
Benefits education and guidance are provided for informational purposes and are not investment, tax, or legal advice.
© 2026 J King Insurance Agency, Inc. d/b/a Almost 65 Benefits Advisors. All Rights Reserved.
J King Insurance Agency, Inc. is a licensed health insurance agency and is not affiliated with, endorsed by, or acting on behalf of the U.S. government or the federal Medicare program.
We do not offer every plan available in your area. Any information we provide is limited to the plans we do offer. Please visit Medicare.gov, call 1-800-MEDICARE, or contact your local State Health Insurance Program to get information on all of your options.
Copyright 2026 All Right Reserved.