Estate Planning Services

We are excited to announce that we are now able to provide Estate Planning services to our clients. In the past, we would usually outsource this service to one of our local estate attorney connections. By utilizing our Estate Planning services we will be able to save our clients money from Traditional Lawyer Fees by utilizing our software, along with our network of estate planning attorneys to complete your estate plan. Plus you will be able to complete your Estate Plan  from the comfort of your home. 


What You Can Expect On Your appointment:

  • We will do a quick intake that allows our attorneys to make a recommendation of either a will or a revocable trust
  • We work together to complete the estate plan in our software - naming beneficiaries, guardians, etc.
  • The software will generate the attorney approved documents and then you take care of payment with a credit or debit card
  • We will then print and ship your documents in a 3-ring binder
  • You will receive next step instructions on signing and executing your documents

We are committed to streamlining important services for our clients and helping you save money in the process. Estate Planning has always been an important pillar in the retirement planning steps and now we are able to make this step easy. If you already have your estate plan completed, nothing needs to change.

Make an appointment today by calling 817-719-2988