Davis-Rollin
Group
Your will, trust & estate plan documents fast
Your documents created quickly with the help of trained guides.
About Us
As we went about our business of protecting families from financial disaster due to the death or disability of a family member, the pandemic hit and it quickly became apparent that was not enough. Online capability and avoiding probate became an essential part of our business. To facilitate that we developed the capacity to create attorney drafted, state specific estate plan documents. We also had key team members trained to become certified estate and trust specialists.
We are a service minded diverse group of experienced professionals
John Davis is senior team member with a background in insurance, engineering, manufacturing and business. He has been helping families secure their future for over 50 years.
Carolyn Rollin, a native of Missoula, Montana educated as a RN with a sports medicine specialty. She ran her own dance business and is now a key team member focused on outreach and helping as many families as possible secure their legacy.
Nick Davis is our bright ambitious youngster with 5 years experience and a heart to serve.
Our Services
We believe the most successful families work together for the benefit of the whole family rather than the disjointed efforts of individuals all pulling in different directions. We believe the following services work best as a package.
Comprehensive
Estate Plan Documents
Last Will & Testament
Revocable Living Trust
Spendthrift Provisions
Financial Power of Attorney
Medical Power of Attorney
Living Will
Advanced Medical Directives
Organ Donation Directives
Funeral Instructions
Funding Kit
Guardianship Assigned*
Special Needs Sub-trust*
Lifetime Updates*
*Available as required
Experienced Guides to expedite document completion
Trained experienced guides to expedite completion in an efficient and professional manner.
No need to wait on an expensive lawyer
Legacy Documents
Transcripts and recordings of family history and memorable events
In Development
Coming Soon
If there is something you would like to see in this category, let us know your ideas
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