Business Description:
Established in 2020 with integrity at the core, empowering individuals, couples, their children, and businesses to create lasting solutions that build and protect their legacy through strategic planning, ensuring their values and wishes endure for generations to come.
How Business Creates Value:
Create your safety net today through our estate planning services. No need to wait for calamity to happen. Prepare the legal plan, and financial protections that will work on auto-pilot long after you are no longer around. No need to wait beyond age 21. We can get started with an economical package right away..
How Member Creates Value:
I am the founder of Estate Planning LLC. I am driven by my passion to help individuals and businesses secure their legacy through comprehensive estate planning. My mission is to empower others with integrity, creating lasting impact through thoughtful financial and estate strategies. Retain what you earn and gain throughout life, and in the afterlife for generations to come. Yes, I am talking about building generational wealth to last you and your successors.
First Meeting and what to expect
On our first meeting we will sit down to cover the topic of estate planning and find out how it will benefit you. Some questions will get us started. Some solutions will be better than others. We will go through what applies to you and how to go about getting started on the second meeting.
Meetings are conducted in-person or online via Zoom by appointment only,
Second Meeting and what to expect
This meeting is where we are both ready to get started. I'll collect all the personal information, details, and payment. Once the payment is processed and the information all set, I'll create a case and assign to the attorney in your state. I'm your point of contact throughout the entire process. I'll be able to update you on the status and what comes next each step of the way.
We work with all 50 states with licensed attorneys and financial representatives.