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Find a Will Writer in Anaheim

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Financial Literacy Group

The Financial Literacy Group LLC, is on a mission to help America close it's wealth gap. We provide solutions that even the financial playing field for everyone. We also teach adults who live on Main Street, how to manage their finances like people who work on Wall Street, one individual, one family or one small business owner at a time. By 2024 we will educate 20,000 middle class people every year and we will increase the number of people we help by 10% each year after.

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What do you love most about your job?

The Financial Literacy Group LLC, is on a mission to help America close it's wealth gap. We provide solutions that even the financial playing field for everyone. We also teach adults who live on Main Street, how to manage their finances like people who work on Wall Street, one individual, one family or one small business owner at a time. By 2024 we will educate 20,000 middle class people every year and we will increase the number of people we help by 10% each year after.

What inspired you to start your own business?

It’s time to close the gap between those who know how money works and those who don’t—the suckers. It’s time to break the cycle of endless debt, foolish spending, and financial cluelessness, so anyone who wants to take control of their financial future has the knowledge to make it happen.

Why should our clients choose you?

Financial Literacy Group LLC, is a collaboration of solution specialists, software developers, systems integrators, debt counselors, certified financial educators and experienced independent financial advisors, who are dedicated to your employees’ wellbeing.

Unlike many financial wellness companies, we don’t offer any loan restructuring schemes, we are consumer advocates. This means no loan modification, no refinancing, no debt consolidation, no debt settlement. Our debt solution is strategic payoff and proprietary debt reduction techniques.

Our algorithm based technology pinpoints exactly where a person is financially. The Debt to Wealth SaaS calculates a mathematical strategy that substantially shortens debt payoff times and it eliminates interest on all kinds of debt.

As a result our hybrid financial wellness solutions educate, inform, engage, and equip each employee with the knowledge and tools they need to take control of their financial future.

Can you provide your services online or remotely? If so, please add details.

We went virtual 5 years agao. Imagine being more productive while having more control over both your time and your quality of life. This is what a “virtual” work and lifestyle can provide you.

Learn about our vision, mission and history, and how our leadership and business model serve entrepreneurs in this short video, The New Era.

What changes have you made to keep your customers safe from Covid-19?

We've developed, Betterment Inc. a customizable technology driven, digitally integrated financial wellness solution that is a catalyst for improvement in workplace culture. Our hybrid financial wellness solutions educate, inform, engage, and equip each employee with the knowledge and tools they need to take control of their financial future.

Betterment Inc., is a progressive financial wellness solution that makes your employees smarter about their finances. Our solution exposes employees to breakthrough financial technologies, proprietary debt reduction techniques that have positive impact, both short term and long term.

When it comes to engagement, our library of researched financial content, articles, posts, email, webinars, presentations and news, prompts, reminds, informs, and enlightens employees for years or for the rest of their lives. Our communications platform is designed to engage families at every stage of life, Generation Z, Generation X, Millennials and Baby Boomers, and we deliver solutions for each of their specific needs.

Betterment Inc, gives employees access to a large selection of debt counselors, independent financial advisors, certified financial educators, professional financial planners and experienced financial investment advisors. We also work with your existing benefits brokers and advisors.

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Wills and Estate Planning FAQs

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Having to allocate your estate can be a very sensitive task and often complicated task. This can be made harder the more intricate you wish your will to be. When writing a will, whether it’s straightforward or more complex, it’s a good idea to get some professional help and advice. Many people choose to go for a solicitor when it comes to their will writing needs, but an accredited Will Writer can be just as effective, at a fraction of the price.

If you opt for a face-to-face meeting, your will writer will schedule an appointment in your home. During this appointment, your Will Writer will have a conversation about your specific circumstances.

With telephone-based services, you will be assisted with enquiries much in the same way as a face-to-face appointment.

During both of these conversations, your Will Writer will ask you to confirm some details:

  • What type of assets you own – this includes any possessions, property and savings

  • Your executors – members in your family that are tasked with handling property, paying debts/taxes a liaising with beneficiaries

  • Your beneficiaries – what family members receive what/how and in what amounts. This includes what charities are awarded compensation. Your will writer will give you suggestions on all of these factors and how to organise them prior to drafting.

With an online service, your Will Writer will respond to a set of online questions about your will. After completing these questions, you will receive a draft by either email or post, which you will then be required to sign in the presence of a witness.

So what should you think about when looking for a will writer? Bark makes it easy to compare professionals and get quotes immediately. Here are some points you may wish to review before selecting an estate planning professional:

  • Take a look at past reviews or testimonials from previous clients

  • Check whether the Will Writer specialises in your specific circumstances (i.e. overseas assets)

  • Accreditation by The Law Society – proves the legitimacy of the professional

  • Possible member of The Society of Will Writers or The Institute of Professional Will Writers – proof of up-to-date training Insurance in the case that your will is challenged legally (adhering to a code of practice

These are great places to start when hiring your Will Writer.

Getting a Will Writer has some very obvious benefits. You may have assets you wish to split among a wide range of people. Or you may not know how you wish to divide your estate at all. In either of these cases, a Will Writer can help to clarify your motivations and see to it that your family is provided for correctly.

The will-writing process itself can be very intricate. If you are confused about the ways in which your estate can be organised, or you’re unaware of the best way to protect your estate for future generations, a Will Writer can be very valuable. With an accredited Will Writer, you can make sure that your estate is not only allocated correctly but that all assets left behind are safeguarded for future generations.

One very important aspect of writing your will is that it is legally binding. It is very easy to write a will in theory – but incorrect or omitted information can cause unpleasant disputes between family members. These disputes can rage on for years and years. By having your will looked over by a professional, you avoid needless confusion or altercations between your loved ones.

Making sure your will is kept up to date shouldn’t be forgotten either. A good Will Writing company will keep details on file, and also let you know when you should update your will accordingly. Looking over your will on a frequent basis is very important. Not only does this keep you up to date with regulations, but you can also make sure everything you’ve stated in your will is still current.

Yes! Bark makes it simple to find and hire a Will Writer from the comfort of your home. Just tell us what you’re looking for and we’ll connect you with the best Will Writers for the job. Most Will Writers will be able to offer their services online or remotely, all you’ll need is a phone or a strong internet connection.

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