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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 cost so much anymore that it disqualifies the very people who need it. 

Well, not anymore.  Our partnership with Estate Guru provides an estate plan that is high-quality, quick, customized and cost-effective.   Even better, the plan takes less than 45 minutes to complete, is reviewed by a licensed attorney in your state and is customized specifically to your circumstances and assets.  

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.  Allow our team to help you.

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 

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

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

Satisfaction Guaranteed 

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

It's Smart Estate Planning... Made Simple

If you're ready to speak with a representative, fill out the form below and let us know what we can help you with.

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