Broker Check

Smart Estate Planning…Made Simple

Although an integral part of an overall holistic plan, estate planning - often thought of as a “once-you-have-enough-assets type of a problem” - usually becomes overlooked or thought of as not feasible in the planning process.  Part of this reason is the complexity and the costs often associated with creating the various documents. 

But this should be considered by anyone serious about making sure their assets and finances are in good order well before a crisis occurs, crises such as death or mental incapacity. From the most basic needs of creating a will, to establishing powers of attorney, to having a full estate plan – this part of someone’s plan doesn’t have to be unattainable, especially to the very people who need it, just because of costs. 

Our partnership with Estate Guru provides an estate plan that is high-quality, quick, customized and cost-effective.   Even better, the process takes less than 1 hour to complete, is then reviewed by a licensed attorney in your state and is customized specifically to your circumstances and assets.  In utilizing technology and a fresh approach, not only is the plan cost effective, but can be fully executed in a matter of weeks.

Your plan is also flexible and grows with you through life without the need for costly amendments.  As a client of ours - whether current or prospective -you can access these services now, very affordably, so you no longer have to push this important part of your planning down the road just because of costs.  

Please watch the short video below to learn more.

What's Included in Your Plan

  • Last Will and Testament
  • Revocable Living Trust (If required)
  • Comprehensive Asset Funding Guide
  • Financial Power of Attorney
  • Living Will / Advance Healthcare Directives
  • Healthcare Power of Attorney
  • HIPAA Authorization
Qualified Attorneys 

Qualified Attorneys 

Your file will be assigned an attorney. If your situation is complex, we'll connect you with your qualified estate planning attorney for further discussion around your strategy.

Secure Online Storage

Secure Online Storage

We'll store your documents securely in the cloud at no additional cost. Easily access and share your documents whenever, wherever.

Satisfaction Guaranteed 

Satisfaction Guaranteed 

If you're not completely satisfied with your experience, Estate Guru will refund your money - no questions asked.

Regarding our process: During our initial conversation, we will first discuss what aspect(s) of your plan you'd like help with.  Then, if you're ready to proceed, we will then coordinate the actual fact finding session with Estate Guru for a later date.

If you're ready to start the conversation, please fill out the form below. 

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