A trusted will and trust planning solution for nursing homes, senior centers, and assisted living communities.

Offer your residents and their families peace of mind with legally sound, affordable estate planning services—hosted directly in your facility or virtually.

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Help them take care of what matters most… before it’s too late

• Over 60% of seniors in America don’t have a valid will or trust.

• Families are often left with confusion, probate delays, and financial strain.

• Nursing homes are uniquely positioned to help residents prepare while there’s still time.

• Our platform offers affordable, attorney-backed, and easy-to-complete planning solutions.

This isn’t about paperwork—it’s about peace.

• Wills & Trusts: Secure, state-compliant legal documents

• Power of Attorney & Health Directives

• Educational Workshops for residents and families

• On-site or Virtual Sessions tailored to your facility

• Legacy Resource Kits for your team to hand out freely

Step 1: Schedule a consultation or info session

Step 2: We host a 30-minute educational presentation (online or onsite)

Step 3: Families choose the plan that fits—no pressure, just preparation

Contact Information

James Mouzon II

Sales director

info@millenniareserve.com | (302) 607-9379

Legal & compliance: All services provided through United Wealth Education, in partnership with Rocket Lawyer®. All legal documents are state-specific and attorney-backed for compliance.