We explain the process, timeline, and fees.
You’ll be guided by an experienced specialist while gathering all your estate details and information.
After approval, your plan is saved to your online account. Make as many changes as you want through the online account, and share it.
The other guys only offer one approach or another. It’s either an expensive attorney or subscription-based software. We combine personalized expert estate planning help with online accessibility for an affordable flat fee.
Trustindex verifies that the original source of the review is Google. I used Estate Mentors to create a trust, and I was very impressed by Jesse’s knowledge, compassion, and willingness to help. He made the process easy and worry free. I am so thankful for his great customer service. Thank you so much Jesse. MichgfemfrTrustindex verifies that the original source of the review is Google. Very conscientious people , honest and smart… A churchillTrustindex verifies that the original source of the review is Google. Professional. Honest. Caring. Affordable. I cannot thank Estate Mentors enough for helping me get everything in order. E TranTrustindex verifies that the original source of the review is Google. You cannot go wrong with Estate Mentors. Everyone we dealt with was extremely professional. They made everything so simple to understand and execute. Highly recommend! J CappTrustindex verifies that the original source of the review is Google. Cannot recommend this group more. They held my hand from beginning to end, explaining every step. What could have been a stressful thing turned out to be so easy. K GoTrustindex verifies that the original source of the review is Google. It was a positive experience working with such a professional group. Extremely knowledgeable and walked us through the entire process. Would highly recommend! K CapistranoTrustindex verifies that the original source of the review is Google. Had an easy time updating our directives and estate plan! Highly recommend A CochranTrustindex verifies that the original source of the review is Google. Estate Planners is an excellent service. The process was seamless, the team was professional, and the cost is nothing compared to the value. Would highly recommend! J AndrewsTrustindex verifies that the original source of the review is Google. I will forever recommend Estate Mentors to all of my friends and clients. The owner, Jesse, is one of the most knowledgeable, honest, and caring Financial Advisors I have ever met. Their systems are easy to use, the pricing is extremely reasonable, and the results speak for themselves. They will take care of you from start to finish. Plus, any changes that you need to make, for any reason, for the rest of your life, are FREE! I mean, come on! Who does that? No other Trust company that I know can say that. As someone who has personal experience with a family member stealing my inheritance, I want to tell everyone that this is something you MUST do for yourself and your family. Also, as if they don't go above and beyond already, Estate Mentors will pair you with a Financial Advisor for free. There are no catches or fine print. They aren't going to send you to someone looking to sell you commission-based products. Their Advisors are all fully vetted fiduciaries. It's a no-brainer. Don't set your family up for failure and don't sleep on this. It's something that you can't afford not to do. S Isaksen
Creating a plan for your estate is often an afterthought for many families. It’s a confusing subject, beginning the task feels daunting, and involving professionals sounds expensive. However, like most things in life, the unknown is the worst part. Contact us to get started!