Will Preparation Services
A Will is a written, signed and witnessed document that allows an individual to make provision for the disposal and distribution of their property and possessions after their death. This can be changed at any time during the life of the individual Let us help you create your Will and improve your peace of mind. […]
Powers of Attorney
What is a Power of Attorney A Power of Attorney (“POA”) is a a legal document by which a person (the “donor” or “grantor”) grants another person (the “attorney” or “agent,” who does not need to be a lawyer) the legal authority to act on their behalf in specified matters. This authority can cover legal, […]
Life Insurance
Annuities
Brokerage Services
CAPITA Financial’s Brokerage Services provide expert trade execution and a wide range of investment options, helping clients grow and manage their wealth with confidence.
Will Preparation Services
Professional Will Preparation services are designed to help you clearly define your legacy and protect what matters most for your loved ones.
Powers of Attorney
CAPITA’s Powers of Attorney service offers clients the option to legally grant another person the authority to handle their financial, legal, or property affairs on their behalf, whether broadly (general POA) or for a specific task (specific POA), especially if they’ll be unavailable or unable to act themselves.
Life Insurance
Annuities