Welcome to The Estate Plan

A Comprehensive Estate Preservation Program

A Comprehensive Estate Preservation Program goes far beyond simple document preparation. It incorporates a full range of estate planning products and services, each tailored to your family's unique needs. The Estate Plan offers its clients:

The Living Trust

Not all trusts are valid in every state. Our Living Trust is and incorporates over 30 years of estate preservation experience serving clients nationwide. Also includes the 210+ "Must-Have" provisions and a duplicate set of the Living Trust and ancillary documents for safe keeping.

Ancillary Documents

Offer you additional control over your person or assets. These documents are so vital, they are included, at no additional charge, as part of your Estate Preservation Program.

Legal & Tax Updates

Through our nationwide legal and tax information network, we monitor changes in the tax code and pending legislation and inform those clients who are significantly affected.

Client Services

The Estate Plan is available to answer your questions, review your Estate Preservation Program, and provide you with additional estate planning products and services, including: deed transfer, trust amendment services, as well as advanced estate planning techniques.

Experienced Estate Settlement

While the process of settlement involves simply following the instructions in The Estate Plan Binder, settlement assistance is available through The Estate Plan Client Services Network.