Most families put off estate planning. Not because they don’t care, but because nobody ever sat down and clearly explained what to do. DB2 helps families organize important decisions before a crisis places those choices into the hands of the courts.
When’s the last time you reviewed your estate plan? Whether you don’t have one yet or yours hasn’t been looked at in years, we start with a conversation about your family and your goals.
At DB2 Financial Services, we serve as Estate Planning Coaches, not a law firm. We help you organize information, understand the process, and follow through on important next steps, including guidance and support with trust funding. The goal is a plan that does not stop at paperwork. Legal questions and legal advice belong with a qualified attorney.
of U.S. adults have no estate planning documents at all
have a trust, and a trust only works if it’s funded
say they wouldn’t know what to do if a family member died today
Source: Trust & Will 2026 Estate Planning Report, survey of 5,000 U.S. adults.
Will you create your own estate plan, or leave important decisions to state law? Watch this short video to learn why planning ahead matters.
Watch the Short Video ↗Not sure whether you need a will or a trust? We’ll walk through a quick Estate Planning Readiness Scorecard together during your conversation.
Your assets, loved ones, and wishes all matter.
Document titles and legal requirements vary by state. The documents appropriate for your family depend on your circumstances and applicable state law.
DB2 Financial Services is not a law firm, and Donna Burks is not an attorney. Estate planning documents are prepared through estate planning software using attorney-drafted language. Nothing on this website is legal advice. For legal questions about your situation, consult a licensed attorney in your state.
Signing a living trust is only the first step. The next is determining which assets should be placed in the trust and which are better left outside it. This process—known as trust funding—may involve retitling assets, updating beneficiary designations, and reviewing how accounts and property will transfer.
Without proper funding, some assets may still go through probate or may not pass according to your wishes. At DB2 Financial Services, we help you understand the funding process and outline the steps needed to put your estate plan into action, coordinating with legal and financial professionals when appropriate.
Leaving money directly to a child or family member with a disability can affect eligibility for needs-based programs such as SSI and Medicaid. Thoughtful planning can help you provide for their future while protecting access to these essential benefits.
Key considerations include:
Our trust packages include special needs provisions that can be activated when a beneficiary has a disability. More complex situations may require guidance from an attorney experienced in special needs planning.
Through a trusted partnership, DB2 Financial Services offers access to estate planning software using attorney-drafted language, with personalized assistance available throughout the process.
Planning to get started? Schedule a complimentary conversation with DB2 to learn about available discounts and special offers before purchasing.
Most families expect to pay an attorney again every time life changes: a marriage, a divorce, a move, a new grandchild. With DB2, you pay one time for your important documents and own your plan for life, so you can make changes without paying attorney fees again.
One flat price for your estate planning package. No hourly billing or surprise invoices. Any additional deed transfer or travel fees are discussed and quoted up front.
We provide a comprehensive funding kit, including funding letters, and hands-on guidance to help you put your trust into action.
As part of trust funding, we coordinate property deed preparation and transfers through our partner law firm, which handles deeds in all 50 states. Additional fees vary by state.
You own your estate planning documents for life. As your circumstances change, your plan can be updated to reflect your needs. Some changes may require additional legal guidance.
Also included: an online document vault your family can access 24/7 • a notary for signing your original documents* • access to our estate planning workshops
*Notary signing is included for clients in South Carolina within 50 miles of our Aiken office. Signings outside this area may involve an additional fee.
We begin with your goals, answer your questions, and explore the choices that fit your circumstances.