Make sure the THINGS that matter most get to the PEOPLE that matter most...

 
Introducing
The eState Plan™
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
  • NO Expensive Attorneys
  • NO Waiting Weeks or Months on End
  • NO Additional Expenses per Change
  • NO Need to Leave Your House! 
Hi I'm         
Jeremy Jackson
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Getting Your Estate Planning Done Should Be This Relaxing...

We know that putting your estate plan in place and keeping it updated can seem overwhelming... Which is why we're here for you! 

The eState Plan™ was specifically built so you could eliminate the hassle of expensive attorneys, waiting weeks if not months on end to get your documents in place, and dealing with hundreds or thousands of dollars in additional charges every time you needed to make a change to your plan.

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.

Getting Your Estate Planning Done Should Be This Relaxing...

We know that putting your estate plan in place and keeping it updated can seem overwhelming... Which is why we're here for you! 

The eState Plan™ was specifically built so you could eliminate the hassle of expensive attorneys, waiting weeks if not months on end to get your documents in place, and dealing with hundreds or thousands of dollars in additional charges every time you needed to make a change to your plan.

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.

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. 

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
Your plan is completed using e-signatures, Nevada situs, and you can complete payments online at a much lower cost than what most attorneys charge
Step 3
Keep Documents Fresh in the Client Console
The client console allows you to make changes as needed, as often as you want, and only costs $9.50/month as opposed to hundreds, if not thousands of dollars per change. 

You've Got Questions? We've Got Answers!

We know that getting your 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.

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
Your plan is completed using e-signatures, Nevada situs, and you can complete payments online at a much lower cost than what most attorneys charge
Step 3
Keep Documents Fresh in the Client Console
The client console allows you to make changes as needed, as often as you want, and only costs $9.50/month as opposed to hundreds, if not thousands of dollars per change. 

The eStatePlan™

Protecting the ones you love with legally binding documents

  • Revocable Living Trust
  • ​Durable Powers of Attorney
  • ​Last Will & Testament
  • ​Health Care Directives
  • ​Client Console
  • ​People in Your Plan

The eStatePlan™

Protecting the ones you love with legally binding documents

  • Revocable Living Trust
  • ​Durable Powers of Attorney
  • ​Last Will & Testament
  • ​Health Care Directives
  • ​Client Console
  • ​People in Your Plan

What You Can Accomplish With The eState Plan™...

  • 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!
With Over 17,000 Trust Estate Plans Implemented...
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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