At Solution Financial Group, we believe true financial protection requires a solid foundation for your family's future. We help clients navigate modern, self-directed estate planning solutions designed to preserve their long-term wealth.
Our company and principal owner, Debora Joseph-Splatt, is a Commissioned Florida Notary Public certified as a Remote Online Notary (RON) and credentialed by the National Notary Association. Further, she is a licensed Life, Health, and Annuity Insurance Agent in multiple states, including Florida, Michigan, North Carolina, New York, Virginia, and Maryland. Through these explicit designations, we help you bridge the gap between asset protection and lawful digital document execution.
Asset Alignment: We evaluate your retirement and asset protection strategies to ensure your financial products match your long-term legacy goals. All insurance policies and annuities are structured directly through licensed agent Debora Joseph-Splatt.
Self-Directed Setup: You complete your secure, state-specific Will or Revocable Living Trust entirely online using our designated, self-directed estate planning software partner.
Nationwide Digital Execution: Your remote signing session is conducted safely and securely from anywhere in the country. All virtual notary seals are applied independently by certified Remote Online Notary Debora Joseph-Splatt.
Choosing an estate plan is one of the most critical decisions you will make for your family's future. At Solution Financial Group, we remove the confusion, high costs, and friction from the process by pairing modern technology with personalized execution.
Here is why families trust us to protect their legacies:
The Power of Our Partnership: Key Features of Trust & Will
We intentionally partner with Trust & Will, the nation's leading digital estate planning platform, to give you access to a premium, streamlined system.
State-Specific Customization: Every document is customized to match the exact, current probate and estate laws of your specific state.
Bank-Grade Security: Your private family data, assets, and beneficiary information are fully protected using industry-leading encryption and security protocols.
Clean & Simple Design: The software removes complex legal jargon, using clear, plain-language questions to guide you through your setup.
Physical Document Delivery: Once completed, the platform prints, professionally binds, and ships your physical legal documents directly to your front door.
Why Our Remote Execution Service Stands Out?
[ Affordable Pricing] ──> [ Top-Tier Legal Software] ──> [ Nationwide Remote Signing]
100% Virtual Convenience: You never have to drive to a traditional lawyer's office. We coordinate everything online, allowing you to finalize your documents safely from your computer or phone.
Certified Notary Protection: Our principal owner, Debora Joseph-Splatt, is a Certified Notary Signing Agent and Remote Online Notary (RON). She applies her official Florida RON commission to legally seal and execute your documents nationwide.
Asset and Policy Alignment: As licensed insurance professionals, we look at the big picture. We help you align your life insurance policies and annuities so they perfectly fund your new trust.
Unbeatable Affordability
Traditional estate planning attorneys often charge between $2,000 and $5,000 for a standard living trust. By combining your self-directed input with the power of digital remote notarization, we dramatically lower that cost.
No Inflated Legal Fees: You pay only for the software and our direct administrative execution—saving you thousands of dollars in billable lawyer hours.
Transparent Pricing: You will see exactly what you are paying for with clear, upfront invoices and no hidden consultation charges.
A Scalable Path: Start affordably today on our standard path, with the built-in flexibility to upgrade to independent attorney reviews later as your needs grow.
Revocable Living Trust takes effect immediately while you are alive and completely bypasses the probate court
What is included:
Last Will and Testament (Pour-Over Will)
HIPAA Authorization
Advanced Healthcare Directive
Power of Attorney
Revocable Living Trust
Schedule of Assets
Certification of Trust
A Last Will and Testament is a legal document that states your wishes regarding the distribution of your property and the care of any minor children after your death.
What is included:
Last Will & Testament
HIPAA Authorization
Advance Healthcare Directive (aka Living Will)
Power of Attorney
Disclaimer: Solution Financial Group is a consulting firm. We are not a law firm, a registered investment advisor, or an insurance agency. All insurance transactions and notary/RON services are provided individually by licensed and commissioned practitioner Debora Joseph-Splatt. We do not provide legal advice, document selection, or legal document preparation services.