Estate planning can be a daunting process, which is why so many well-meaning folks neglect to do what they know needs to be done. We believe the solution is to make available the core planning tools within easy reach and to empower the end-user client – with direct virtual assistance – to achieve the desired end result. That is best accomplished with the client being in complete control while utilizing ONLINE & ON DEMAND assistance throughout the process and always connected thereafter with the same easy-to-access support team. That service model describes The eStatePlan™ system.

The eStatePlan™ w/ Dynamic Trust Portfolio

 

  • Revocable Living Trust
  • Certificate of Trust
  • Custom Trus Directives
  • Financial Power of Attorney
  • LW&T / Pour-over Will
  • eState Plan Funding Kit
  • Residence Deed Template
  • Admin Document Set
  • Ancillary Orders Table
  • Advance Medical Directive
  • Master Signatory Guarantor
  • Console NotePad Center
  • Console E-Vault Center
  • Console PostScript Page
  • Share Console Page
  • Advisor/Attorney Support Access
  • Trustee/Executor Access Portal
  • Family Consoles Cross Access
  • Estate Settlement Package
  • Electronic Signature Dynamic