Help Your Clients Ensure the THINGS that matter most get to the PEOPLE that matter most with the eStatePlan™
Watch the short video series below to learn more about The State-of-the-art System for Getting Estate Planning Documents Completed in the fastest and most Cost-Efficient manner possible... From the comfort of your home

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Over 17,000+ eStatePlans™ Implemented
Essential Documents
The eStatePlan™ is the culmination of over thirty years of development to assure that today you have those documents necessary for a complete Estate Plan. These include a Living Trust, Durable Powers of Attorney, a Last Will and Advanced Medical Directives and a number of other items to assure smooth administration and efficient estate settlement.
Fast Processing
The eStatePlan™ has many innovative features and benefits. All processing is done 100% online. This means you can be at home on your computer and, with some assistance, develop your personal Estate Plan in a brief period of time - usually under two hours! This works - in part because the eStatePlan™ uses the Trust friendly statutes of Nevada.
Safe, Secure, Flexible
When your eStatePlan™ is completed it resides in a 'cloud account' - the Client Console. Multiple measures have been implemented to assure the safety of your account. In addition to having 24/7 access, you may from time-to-time make changes in your account including your documents at no additional charge - by maintaining an active membership account. 



Serving Your Clients & Adding Revenue To Your Bottom Line Can Be This Relaxing...

We know that helping your clients get their estate plan in place can seem overwhelming... 

Which is why we're here for you! Simply schedule a Discovery Call, and we will help you understand exactly how this process works, as well as what next steps are best for you. Don't worry, the discovery call comes at no cost, and with no obligations.

Serving Your Clients & Adding Revenue To Your Bottom Line Can Be This Relaxing...

We know that helping your clients get their estate plan in place can seem overwhelming... 

Which is why we're here for you! Simply schedule a Discovery Call, and we will help you understand exactly how this process works, as well as what next steps are best for you. Don't worry, the discovery call comes at no cost, and with no obligations.

Protecting the ones you love with

The eStatePlan™

  • Last Will & Testament
  • Revocable ​Trust
  • ​Durable Power of Attorney
  • ​Advanced Medical Directives 
  • ​Emergency Physician Access 
  • ​Completely Customizable
  • ​Specific Trust Directive Apps
  • ​Facility for Attorney Review
  • ​Competitively Priced
  • ​E-Sign Dynamics
  • ​Usually Completed in 1-2 Hours
  • ​Processed 100% Online
  • ​Electronic Funding Kit
  • ​24/7 Online Document Access
  • ​Trustee Access to Trust Documents
  • ​Personal PostScript Pages
  • ​Personalized Medical Alert Card
  • ​Unlimited FREE Document Changes
  • ​E-Vault Document Repository
  • ​Pet Care & Maintenance Trust
  • ​Irrevocable Sub Trust Options
  • ​Special Needs Trust
  • ​Qualifying Medicaid Trust
  • ​Asset Protection Trust
  • ​Charitable Remainder Trust
  • ​And Much More!

The goal of estate planning, is to make sure the things you care about most, get to the people you care about most, regardless of certain "conditions" that may occur... which is what your eStatePlan™ will dictate according to your wishes and according to any applicable laws. 

Now, everyone's situation is unique. This is why the eStatePlan™ provides the core documents we all need, and offers customization for each client's unique situation. . .  

Revocable Living Trust

This is the "core" document of your plan allowing you to state who is to receive your stuff. Our Trust provides privacy, convenience and control that everyone wants. The cost savings and administrative efficiencies associated with a fully funded Revocable Living Trust are well-established, undisputed facts.

Durable Powers of Attorney

A power of attorney or letter of attorney is a written authorization to represent or act on another's behalf in private affairs, business, or some other legal matter. The person authorizing the other to act is the principal, grantor, or donor.

Last Will & Testament

If you don't place all your assets into your Trust, your Last Will, sometimes called a Pour Over Will, will accomplish this objective. Your Will directs that any assets that are in your name when you die are to transfer to your Trust. This allows you to be sure that ALL your assets will flow through your Trust. Additionally, your Will states your choice of a guardian for any appropriate beneficiary.

Health Care Directives

This document allows you to make multiple health care directives. Examples of directives are: having life support systems removed or allowing for cardiopulmonary resuscitation. Additionally, you can appoint the person who would carry out your requests. You also have the ability to update your instructions online at anytime.

Client Console

When you set up Your Plan you are provided a password protected account in the 'cloud' - your Client Console. This account is complementary for ninety days providing a number of benefits:
♦ E-Sign Dynamics - You Sign ALL Your Documents Online
♦ Electronic Funding Kit to Assign All Assets to Trust
♦ 24/7 Online Document Access
♦ Emergency Physician Access to Health Care Docs
♦ Trustee Access to Trust Documents
♦ Personal PostScript & Medical Alert Page
♦ Unlimited FREE Document Changes
♦ E-Vault Document Repository

People in Your Plan

Typically, your Beneficiary is the individual who receives your assets. Other people in your plan include the Estate Administrator, who makes financial decisions if you are not able. The Administrator also follows your instructions concerning your assets after you die. Additionally, you need to chose someone to make medical choices if you cannot. Adult children or other family members are usually chosen for these positions.

How The Turnkey Solution Works

Step 1
Schedule a Call and Speak with a Rep
All plans are customized based on your needs, typically completed in less than 2 hours as opposed to weeks/months, and it all starts with a simple phone call / information gathering session.
Step 2
Review/Sign Your Documents
Plans are completed using E-signatures, Nevada situs, online payments, and done at  a much lower price than what most attorneys charge!
Step 3
Keep Documents Fresh in the Client Console
The Client Console allows clients to make changes as needed, as often as they want, for a minimal monthly fee as opposed to hundreds, if not thousands of dollars per change. 
Don't Just Take Our Word For It...
See What Others Have Said About Their Experience!
"I think this is fabulous!" -Sheila, AZ
"Thanks for guiding us through the process so clearly!" -Jim, NC
"User friendly, easily accessible, 'well oiled machine' and reasonably priced" -Marine, NV
"This is very slick!" -Jeanne, CO
"We are happy our advisor led us here!" -Caralee, NC
"Thanks for all your help and making this a very painless process!" -Lori, NY
"This was way easier than I thought it would be." -Dawn, CA
"Thanks for making it so easy to review our estate plan!" -Hertha, CA
Personal & Family Planning
Planning for tomorrow without sacrificing today...

We're not here to tell you how to live your life. We're here to give you the road map to get you where you want to be in the future, while keeping today's needs in mind.

From budgeting and life insurance to investment planning and wealth building, we are here to worry about your financial needs so you don't have to!
  • Protect Against Risk & Losses
  • Reach Financial Goals
  • Create A Lasting Legacy
Business Planning
You work hard IN your business every day...

We help you earn and KEEP more money by making sure your business is being worked ON.

With us, you don't have to worry about whether or not you are losing money or people (both in your business AND your personal life) due to a lack of planning.

Regardless of what your team looks like today, we include experts and specialists at every stage of the planning process with a special focus on: 
  • Advanced Tax Planning to Keep More of YOUR Money
  • Retaining Key Employees to Keep Your Business Running Smoothly
  • Protecting Against Known and Unknown Threats to Your Business
Legacy Planning
How do you want to be remembered?

Designing a legacy means more than just making sure you pass on wealth to future generations. It's about making sure your story and what really matters lives on forever in the hearts of those you care about most.

Our three-pronged approach is about leaving a lasting legacy that encompasses your:
  • Values 
  • ​Family
  • Community
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