— Services
The Smart Estate Plan Protector ℠
Ensure your estate plan works as planned, without using a trust.
Beneficiary documents
Create a set of verified beneficiary documents
Get organized
Create an Organized Document to Assist You and Your Heirs
Estate Plan
Like a Mini-Estate Plan
Passing Assets
Ensure Assets Pass Quickly and Easily
The Process
The Smart Estate Plan Protectorˢᵐ is a step in a 3-part process. Initially, we will discuss the benefits of this review as well as the problems that can occur if your beneficiaries are not properly documented.
Then, we will work with you to review all of your financial assets that may or should have beneficiaries assigned to them, allowing these assets to pass on to your heirs quickly and easily, as well as avoiding probate court and eliminating costly attorney’s fees.
Finally, we will help you to modify and refile your beneficiary designation documents as needed, to ensure that your assets are passed on to your estate in the manner you want.
Benefits
Avoid unnecessary attorney fees and court costs by avoiding probate
Ensure your assets will pass quickly and easily onto the persons and charities you want
Like a Mini-Estate Plan and, in many ways, better than a well & trust (This process is no substitute for a well-planned trust strategy)
Create an organized document that will assist you and your heirs in locating your assets and contacting the right persons to transfer them
Create a set of verified beneficiary documents
Get Started
Enroll now to get started with The Smart Estate Plan Protector ˢᵐ. Discover a better, smarter, safer way to ensure your estate plan works as planned without using a trust.
What You Get:
Initial personalized consultation with a Fiduciary Advisor
Help avoiding unnecessary attorney fees and court costs by avoiding probate altogether
Like a mini-estate plan
Creates an organized document that will assist you and your heirs in locating assets and contacting the right persons
Provides you with a set of verified beneficiary documents that are on file with all your custodians
Let’s Get Moving!
Enroll Today
Check out to get started. If you follow the program, we can guarantee you will benefit from this service.
[email protected]
800.810.1736
Helpful Guides and Newsletters
“Top 7 Questions for an Effective Beneficiary Audit”
When was the last time you did a beneficiary audit for your retirement accounts? Ask the right questions.