FREE Estate Planning Risk Audit
Get a comprehensive view of what you need, and what you don’t need.
Understand 5 levels of Estate Planning
There are five levels of estate planning, our audit will guide you through each question, and give you a score in each of the five levels. When you’re finished, you’ll have a comprehensive view of what you really need, and what you don’t need
Medical Incapacity
Allowing an agent to make health care decisions on your behalf.
Financial Incapacity
Allowing an agent to make financial deicsions on your behalf.
Personal Protection
Personal asset protection options, like LLC’s, FLP’s, DAPT’s and more.
Beneficiary Protection
Special needs trusts, to legacy options.
Tax Planning
Estate Tax, Income Tax and Capital Gains Evaluation.
Signature Process
Our three-tiered estate planning process is designed to ensure your family never spends a day in court.

Start Your Free Audit
Why should you take our free audit?
- Are you wondering if you need a will or a trust?
- Not sure if you even need an estate plan?
- Trying to find information relevant to your family’s needs?
Protect You in Every Stage of Life
Satisfied Clients