Your Family, Your Wishes, Your Legacy
Estate Planning
At Lubbock Senior Insurance, we work alongside trusted local attorneys and Building Financial Bridges, an independent planning firm, to help Lubbock seniors put the right legal and financial protections in place—without confusion or pressure.
What Is Estate Planning?
Understanding Estate Planning
Estate planning is the process of organizing your assets, healthcare wishes, and legacy decisions so that:
Your loved ones are cared for
Your wishes are clearly documented
Your estate is handled efficiently and tax‑smart
This can include wills, powers of attorney, medical directives, trusts, beneficiary designations, and more—customized to your situation.
Protect the legacy you’ve built.
Our local experts are here to guide you through every step of the planning process.
How We Support Your Estate Planning
We are not attorneys and do not provide legal advice. Instead, we:
Partner with experienced local attorneys
Connect you with trusted estate-planning attorneys who understand the needs of Lubbock seniors.
Coordinate with Building Financial Bridges
Through Building Financial Bridges, an independent planning firm, we help integrate your estate plan with your Medicare, retirement, and insurance strategies.
Offer no‑cost educational workshops
Learn the basics of estate planning in a relaxed, no‑pressure setting, so you can ask questions and understand your options before making decisions.
FREE CONSULTATION
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