Estate Planning Simplified. Your Family’s Legacy Secured. 

Streamlined Remote Estate Planning & Document Services 

We don't believe in overcharging families to protect their future. Traditional estate planning paths often bury clients under high hourly fees and expensive retainers. Solution Financial Group LLC offers a modern, 100% virtual approach to estate planning, bypassing high traditional legal fees. By combining self-directed digital software with remote administrative execution, leveraging modern legal technology, and managing the setup and administrative coordination for you, we help you secure the exact same legally binding, essential legal protection entirely from the comfort of your home for a fraction of the cost. 

The Traditional Reality: What Law Firms Charge

• Individual Trust or Complex Plan: Typically ranges from $1,800 to $5,000.

• Married Couple / Joint Trust: Typically ranges from $2,500 to $5,000+.

• Hourly Rates: Specialized estate attorneys often bill between $250 and $450 per hour just to answer basic questions.

• Traditional Attorney Trust Updates: Law firms often charge between $500 and $1,000 just to modify a beneficiary or trustee name.

The Solution Financial Group Advantage

We don't just provide software; we provide a localized, expert-guided compliance bridge.

• Complete Estate Planning & Guaranteed Attorney Access: We pair best-in-class Nationwide document technology with one full year of unlimited 30-minute phone consultations with a licensed estate planning attorney in your state, included in every single package.

• Expert Compliance Guidance: You receive all state-specific core documents and a customized execution strategy review from a Licensed strategic advisor before your documents are finalized.

• Actionable DIY Trust Funding (Add-On): We offer access to state-specific legal forms and submission checklists so you can fund your own trust (Deed Transfer), a complex step direct platforms often leave to you.

• Transparent Flat-Fee Pricing & FREE SHIPPING: Our single flat price covers the software, the guided strategy, the unlimited attorney consultations, and Free Shipping on your complete, beautifully bound portfolio. No hidden consultation fees or surprise mobile notary costs.

100% DISINTERESTED PARTY NOTARIZATION POLICY: To maintain absolute compliance with Florida Notary Statutes (§ 117.107(12)), we do not personally perform notarizations on documents in which Solution Financial Group, LLC has a commercial or financial interest. We leverage specialized, independent, and unaffiliated mobile notary or Remote Online Notarization (RON) networks in the client’s state of execution to ensure legally uncompromised and valid document execution

Core Asset Protection FAQs

1.What is the difference between a Will & Testament vs a Revocable Living Trust? 

The primary difference between a Last Will and Testament and a Revocable Living Trust is that a will takes effect only after your death and must go through a court-supervised process called probate, whereas a revocable living trust takes effect immediately during your lifetime and allows your assets to bypass probate completely. 

2. Why Do I need a an Estate Plan? 

Planning ahead can reduce confusion, save time, and provide peace of mind for family members. Proper coordination between legal, financial, and insurance strategies creates a stronger overall estate plan.

3. Why is it important to have a Will & Testament if I already have a life insurance, 401k, 403b, or TSP? 

A last will and testament is critical because life insurance and retirement accounts (401k, 403b, TSP) do not cover all of your assets, nor do they handle crucial legal decisions like naming guardians for minor children. While it is true that beneficiary designations on financial accounts override a will, relying solely on them leaves massive gaps in your estate plan.  A will does not bypass probate, it is included as the primary tool for distributing physical and personal assets because it provides the legal instructions the probate court must follow. Without a will, probate still happens for these assets, but the court distributes them according to rigid state laws rather than your choices 

4. Why is a Revocable Living Trust better than just having a Last Will Testament? 

A Last Will & Testament is only a legally binding document outlining exactly how you would like your personal belongings and assets (If any) are to be distributed. You must go through a public, state-managed court process called Probate before your heirs can receive anything. Probate takes 6 to 24 months, requires expensive court and attorney fees, and makes your entire asset list public record. A Revocable Living Trust completely bypasses Probate. Because the trust owns the assets, management transfers to your chosen trustee instantly and privately upon your passing, protecting your family from unnecessary delays and legal bills.

5. What exactly does the "Attorney Phone Access" includes?

It includes a 30-minute consultation for 1 year from your date of purchase. You will be able to speak with a live attorney phone access to a live attorney who can help with all matters related to your estate plan

6. What is a Health Insurance Portability and Accountability Act (HIPAA) Authorization form:? 

This form allows medical providers to share health records and status updates with parents or any person authorized by you. 

7. What is a Medical Power of Attorney? 

Is a legal document that lets you name a trusted person to make your medical decisions if you become too sick or injured to speak for yourself. 

8. What is a Financial Power of Attorney (POA)?  

Is a legal document that grants a trusted person the authority to manage your finances and property. This person is called your agent or attorney-in-fact, while you are the principal

9. What is an Advance Healthcare Directive?

Is a legal document that outlines your preferences for medical care if you become incapacitated and are unable to make or communicate decisions for yourself 

10. What is Schedule of Assets? 

Is a master list attached to the back of a revocable living trust that details all the property and items owned by the trust. It serves as an official record of the trust's contents for the trustee and beneficiaries. 

11. Is my estate plan legal and valid in my state? All estate plans packages are built by attorneys and customized by you. Every plan is legally-valid, state specific, and created to meet your specific needs. 

12. I owned crypto, EFTs, and other digital assets. Do I need to include these in a Revocable Trust?

Yes, you absolutely should include your cryptocurrency, ETFs, and other digital assets in your revocable living trust to avoid probate court. If you omit them, your family will face severe legal and technical hurdles trying to access these platforms after you pass away.  In Florida for example, under Florida's Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA), custodians like Coinbase, Robinhood, or Google are legally prohibited from granting access to your family unless you have explicitly authorized your trustee in your estate planning documents. 

13. What is the role of the Executor for my estate plan? 

An Executor is a trusted individual who will manage your final affairs, pay off outstanding debts, cancel subscriptions, file your final tax returns, and ensure your remaining assets are distributed properly. Without a will, the court will appoint an administrator of its choosing.  

Young Adult Student & Parent Total Protection 

1. My child is just going to college/university, why do they need estate planning documents?

In the eyes of the law, once your child turns 18, they are a legal adult. This means you automatically lose the right to access their medical records, view their university grades, or speak to doctors during a medical emergency. This package bridges that legal gap so you are never left locked out in a crisis.

2. Can't I just use a standard, generic Power of Attorney form from the internet for my child who attends College or University?

Standard internet forms frequently fail. Major universities (like UCF, UF, or FIU) routinely reject generic legal documents when it comes to academic and financial records. Our package includes a custom FERPA Portal Strategy Guide and localized backup forms designed specifically to bypass campus bureaucracy.

3. What is the importance of the FERPA Release Form for parents? 

The Family Educational Rights and Privacy Act (FERPA) locks down your student's academic and billing records. By incorporating a notarized FERPA Release, your student grants you direct legal access to discuss emergency housing issues, communicate with university administration, view grades, or handle sensitive financial aid and tuition billing blockages during an extended medical absence.

4. The college / university  already provides a FERPA form. Why do I need this package? 

A standard college / university FERPA form only allows a parent to view information—it does not grant the legal authority to make decisions. Furthermore, standard forms are powerless if a student is incapacitated or if you are dealing with rigid private university legal departments. Our package goes far beyond a simple school form by pairing it with a Durable Financial POA and Medical POA, legally empowering you to actively manage tuition, sign emergency housing paperwork, or handle financial aid blockages on your child's behalf during a major crisis. 

5. Does this package mean I am controlling my adult child's life?

Not at all. These documents do not take away your child's independence. Instead, they act as an emergency safety net. They give you the legal authority to step in, access vital information, and speak on their behalf only if they face an unexpected crisis, medical emergency, or severe illness.

6. What is an Affidavit of Residency?

An Affidavit of Residency is a state-specific, sworn legal document used to officially verify an individual's physical address. Because it is signed under oath and legally authenticated, it serves as certified proof of a permanent home address when traditional documents—such as a mortgage, formal property lease, or utility bills—are unavailable or not issued in the person's name.

7. Why is it important for a young adult or college student to have an Affidavit of Residency?

When a young adult turns 18 and moves away for college or an apartment, they rarely have utility bills or property deeds in their name to prove where they live. This document acts as an essential emergency and administrative safety net that:

• Secures In-State Tuition: Proves local state residency to university registrars to unlock lower, in-state college tuition rates.

• Bypasses Banking and Asset Roadblocks: Validates their legal jurisdiction for financial institutions, ensuring banks or crypto exchanges accept parent Power of Attorney (POA) or Trust actions during a crisis.

• Satisfies Local Government Mandates: Provides the necessary legal proof required to update a state driver’s license, obtain a state ID, or complete local voter registration.

We strive to deliver seamless estate planning support through our platform partnerships. Please note that as a 100% independent company, Solution Financial Group LLC operate under our own internal corporate policies separate from our technology vendors. Because digital estate plans, templates, and administrative documents are instantly initialized, customized, and prepared for your unique legal requirements upon purchase, all sales are strictly final.