— Services
The Smart Estate Plan Protectorˢᵐ
Ensure your estate plan works as planned, without using a trust.
Create a set of verified beneficiary documents
Create an Organized Document to Assist You and Your Heirs
Like a Mini-Estate Plan
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
Helpful Guides and Newsletters
Pricing
The Smart Estate Plan Protector- 3-part process
- Consultation to discuss the benefits and problems
- Modify and refile your beneficiary designation documents
A Better, Smarter, Safer Way to ensure that your estate plan works as planned without using a trust.