Document Preparation
Secure your peace of mind. We offer document preparation services to help you get your affairs in order with clarity and ease.
What We Offer
- Last Will & Testament Templates
- Durable Power of Attorney (POA)
- Advance Directives / Living Will
- Final Wishes & Personal Instructions
Simple, Organized, and Ready
Our document kits are designed to walk you through the basics. We’ll help you fill out each section properly — and make sure everything is stored in a way your family can easily access when it matters most.
Note: J Merrill Financial, LLC is not a law firm and does not provide legal advice. We offer document preparation services to help you get organized and ready — but we always recommend that your documents be reviewed and notarized by a licensed attorney.