Delivering Peace of Mind

At PFG Wills & Trusts, our goal is to deliver peace of mind by providing your PFG Financial Advisor access to expertise to help you navigate the complexities of estate planning. 

We offer PFG Advisors access to a wide array of estate planning products and services that are highly integrated, compliant, and personalized to you and your family's needs. Collaboratively, we educate on multiple estate planning options, so you can make an informed, confident decision for you and your family! 



Our Vision


To educate individuals and families on the value of estate planning and help to achieve their estate planning goals through education, information and document preparation.


Our Mission


To provide ethical, affordable and comprehensive estate planning documents that deliver peace of mind.


Intergenerational Family



Estate planning is so important! Everyone can benefit from estate planning at any stage in life.

We can prepare: 


Revocable Living Trusts


Last Will & Testaments


Financial & Healthcare Powers of Attorneys


Warranty, Quitclaim & Beneficiary Deeds


Restatements, Amendments & Revocations


Document Signing

We offer many different packages and A la carte documents. CONTACT US for your no-cost, no-obligation education appointment today!