What we offer

Create wills, trusts, powers of attorney, and healthcare directives with clear guidance, professional document preparation, and ongoing support.

• Personalized estate planning packages (Basic Will, Revocable Living Trust, Complete Family Plan)

• Document preparation and review by a licensed Paralegal / Estate Planning Assistant

• Assistance with beneficiary designations, guardianship documents, and transfer plans for real estate and business interests

• Secure storage and easy access to finalized documents

Why choose us

• Practical expertise: Our Paralegal / Estate Planning Assistant specializes in estate documents and the administrative steps that make plans enforceable.

• Cost-effective: Lower preparation costs than full attorney-only workflows, with attorney review available when needed.

• Time-saving: Streamlined processes on Wealth.com reduce back-and-forth and accelerate completion.

• Clarity & support: Plain-language explanations, checklists, and step-by-step guidance so you understand each decision.

• Continuity: Ongoing update options as life changes (marriage, children, relocation, business changes).

How it works (3 simple steps)

1. Schedule a consult.

2. Paralegal-led preparation — Our Paralegal / Estate Planning Assistant.

3. Review & finalize — Review drafts with optional attorney consultation, sign and secure documents, and receive instructions for funding trusts and maintaining records.

Meet Cristina Irizarry

Paralegal / Estate Planning Assistant

• Experienced in estate document drafting, probate procedures, and administrative estate tasks

• Trained to translate legal requirements into clear steps and to prepare attorney-ready documents

• Acts as your primary point of contact for questions, status updates, and coordination

• Ensures accuracy of names, asset lists, beneficiary designations, and signing logistics

Is Dream Builders Estate Planning Right for You?

• Families wanting clear plans for loved ones

• Small business owners planning succession

• Individuals seeking affordable, reliable estate documents

• Clients who want hands-on administrative support without losing attorney oversight

Our Service Packages

• Basic Will Package: will, advance healthcare directive, durable power of attorney

• Trust Starter Package: revocable living trust, pour-over will, powers of attorney, funding checklist

• Comprehensive Family Plan: trusts, detailed beneficiary coordination, business succession addendum, ongoing updates

FAQs