Estate Planning

Don’t leave your estate plan to chance, or your final wishes to probate court. Protect your family, your assets, and your peace of mind with a comprehensive estate plan. Don’t make the mistake of thinking you don’t need estate planning documents; nearly everyone needs them if they have a spouse, heirs, favorite charities, or own any property at all. Peace of mind for you and your family is finally affordable!

Our online estate planning system has dozens of customization features to allow you to craft a comprehensive estate plan, written by attorneys but customized by you to fit your needs. No more waiting weeks for your completed estate plan documents! You can download your complete plan in a matter of minutes after you finish the interview.

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Farmers and Ranchers: If Land Is Your Legacy

We have special estate planning help for those of you with large land holdings, such as farmers and ranchers. Our team will bring experts to the table—or we will partner with your financial, legal and tax professionals—to help create a custom wealth transfer plan for your family farm or ranch. At no cost to you, your transition plan will be focused on helping you protect your land for future generations to preserve your legacy and your family ownership. All stakeholders will be included.

How We Help

Unique Strategies Geared to Your Needs

Not only do we deliver financial services you probably won’t find elsewhere, we also collaborate with an expanded team and pool of professionals in many disciplines in many different states. Our strategic partnerships—with experts in the tax, insurance and legal fields—were established to help you with nearly anything financial that you may need for your business or your family, including advanced services and proprietary strategies.