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Estate Planning

Your trust. Our expertise.

Your trust. Our expertise.

From foundational documents like wills, healthcare directives, and revocable trusts to the complex visualization and administration of multi-generational wealth strategies.  One flat, transparent fee.

Team Hines Remer Expands Services to Include Estate Planning Through Partnership with Wealth.com

Team Hines Remer, in a move to become even more comprehensive in wealth management serving individuals and families, announce the launch of our new estate planning service powered by Wealth.com -- the industry's leading digital estate planning platform.

With this partnership, our clients now have access to a modern, secure, and attorney-designed estate planning experience, integrated directly into your broader financial picture.  The offering includes essential estate planning documents such as wills, trusts, powers of attorney, and healthcare directives, all accessible online and built to evolve with your lives.

Wealth.com's platform is built by a team of top estate attorneys and technologists, offering an intuitive digital experience with robust legal infrastructure.  Clients can complete their estate plans on their own time, with the confidence that it's built on a foundation of legal integrity and advisor-guided insight.

1040 Analysis
Understand Your Key Figures
Illustrate Retirement Distributions

 Estate Planning Documents You Can Trust

WITH INSTITUTIONAL-GRADE INTEGRITY

Our estate planning solutions are designed with an unwavering commitment to legal precision, fiduciary responsibility, and the highest standards of professional integrity.

Wealth.com's estate planning platform is fortified by the foundational backing of some of the most trusted names at the nexus of technology and financial services— including Google, Citigroup, and Charles Schwab. These partnerships reflect the rigorous due diligence and technological security protocols that safeguard our legal documentation processes.


The Legacy Plan... [Estate Planning Documents]

$1,500 Flat Fee1

No Cost For Clients With $1,000,000+ of Assets Under Management1

Meet the legacy-minded planner—someone who understands that true financial wellness includes preparing for what comes after. Whether you're building generational wealth, protecting loved ones, or simply ensuring your wishes are honored, estate planning is no longer just for the ultra-wealthy. With Wealth.com’s newly launched estate planning services, you gain access to a modern, advisor-led platform that makes the process intuitive, comprehensive, and deeply personal.

This solution is ideal for individuals who want clarity and control over their estate without the complexity of traditional legal channels. It offers attorney-grade document creation—including wills, trusts, powers of attorney, and healthcare directives—optimized for your jurisdiction.

Whether you're just starting your estate plan or refining an existing one, Wealth.com empowers you to collaborate seamlessly with advisors, attorneys, and family members—all while keeping your legacy goals front and center. It’s estate planning reimagined: accessible, intelligent, and built to evolve with you.

Documents included:  Last Will & Testament, Trust (with sub-trusts), Financial Power of Attorney, Advanced Healthcare Directive, Nomination of Guardianship



Will vs. Trust

Will vs. Trust

What’s the Difference and Which One Is Right for Me?

In simple terms, a Will is a legal instruction to the court about what should happen to what you own after you have passed away. A Trust is a contract you make with someone whom you trust about what you own, regardless of whether you have passed away. There are many types of Trusts, but the Revocable Trust (or Living Trust) is most commonly used as a substitute for a Will.

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Financial Power of Attorney

Financial Power of Attorney

So much of estate planning is thinking through how you want things handled after you die, before you start actually making a documented plan. The idea of a financial power of attorney (FPoA) flips that a bit, because it’s about appointing someone to handle your affairs in case you become incapacitated and can’t make your own decisions. The process seems complex, but we’ll simplify it so you can make sense of the basics you need to know to include this important element in your estate plan.

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Will vs. Trust

Misperception #1: It’s something to do… later.


Misperception #2: Estate planning is complicated.


Misperception #3: I don’t own much, so I don’t need one.


Misperception #4: It’s too depressing to deal with.

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Cetera Investment Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

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1.  Financial Planning , Estate Plan Documents & Consulting may be a complimentary no obligation service based on AUM provided to new and existing advisory clients. Financial Planning & Consulting Services is completed through a separate agreement from the Investment Management Services agreement. Please refer to firm's ADV Part 2A and the client's agreement for additional platform, strategist or any related fees that may apply.  Cetera Investment Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.