What can an Estate Planner do for me?

The design of a well-crafted estate plan often includes financial planning, data gathering, document drafting, and funding services. Typically, the services of at least three professions; legal, financial, and insurance are required. For example, attorneys need to address the legal aspects of and the application of law to their client’s estate. The financial planner provides a detailed roadmap of estate growth and management during the client’s lifetime. Once an estate plan is drafted, insurance might be required to meet plan funding objectives. In this regard, attorneys, financial planners, and insurance professionals should work together in a concerted effort to properly address a client’s estate planning goals and objectives. Our pre-screened Estate Planners are licensed in one or more of these areas of practice and will provide the coordination and integration of other professionals as required by your unique estate planning needs. They will explain the process, answer your questions, and make it an easy experience in which you mostly answer the questions and decide your preferences.

Can I do it myself online?

Yes, there are plenty of services advertising online for a do-it-yourself solution to creating an Estate Plan. If all you need is a Living Will, or Advance Care Directives, some of these service providers may be adequate. Those are relatively simple documents you should be able to create for free. However, unless you are up to date and experienced with the legal and financial requirements, regulations, and processes involved with the following, we believe you and your family will be better served by working with an experienced professional.

A complete Estate Plan may include a combination of the following:

Our Estate Planning professionals will assist you in determining which of these you may benefit from, and how to properly create and structure the necessary components for a complete and proper Estate Plan for you and your family.

Find an Estate Planning professional today to learn more. Submit the short form to the right and be matched to a local planner now.