We’ve made estate planning simple! Although it’s an integral part of overall holistic financial planning, estate planning—often thought of as a “once-you-have-enough-assets type of a problem”—usually becomes overlooked as not necessary, or thought of as not feasible because it’s too expensive in the planning process. Part of this reasoning is the complexity and the costs often associated with creating the various documents. So, we have found an alternative for or clients because estate planning is essential to anyone with a family.
Let's Meet Today — Schedule Estate Planning Meeting
Estate Planning
Estate plans should be created and kept up-to-date by anyone serious about making sure their assets and finances are in good order well before a crisis occurs. Think about what could occur to devastate your family members—crises such as an expected death, catastrophic injury, or loss of mental incapacity. From the most basic needs of creating a will, to establishing powers of attorney, to the creation of a full trust, estate plans don’t have to be unattainable, especially to the very people who need it most, just because of costs.
Our Estate Planning Partnership
Our partnership with Estate Guru provides estate planning that is high-quality, quick, customized, and cost-effective. Even better, the process takes less than one 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 your estate plan cost effective, but can be fully executed in a matter of weeks.
Your estate plan through Estate Guru is also flexible and grows with you through your 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 or put it off indefinitely just because of costs. Please watch the short video 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
Our process is simple: we help our clients arrange a meeting with EstateGuru. During that meeting; they interview our clients about their plans and wishes for the future. Upon request, we can also join you in the meeting if you’d like us available to provide answers to financial questions. Please click button below to schedule Estate Planning Meeting.
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.
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