Protect Your Family & Your Assets With a Trusted Estate Planning Professional

Create Your Estate Plan Today
Get started in three steps cover image

Get started in three steps

1. Free consultation

We explain the process, timeline, and fees.

2. Onboarding

You’ll be guided by an experienced specialist while gathering all your estate details and information.

3. Online Access

After approval, your plan is saved to your online account. Make as many changes as you want through the online account, and share it. 

For Professional Advisors

Creating an Estate Plan doesn't have to be confusing, costly or complex.

Play Video about Watch Now – What Makes Estate Mentor's Different

Our network of local financial experts guide you through our online process, saving you time and money.

Our experience sets us apart

We have a network of 900+ financial advisors in 47 states in 73 offices across the country to assist with the execution and funding of the trust.

Life passes by pretty quickly.

Is your estate in order?

The process was simple, organized, and easy to follow. The presentation of the binder was impressive, and the price is very reasonable. I will be recommending your services to all of my friends. You are the BEST, thank you!
Lauren F
Client

What makes us different?

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.

Estate Planning Mentors

Estate Planning Mentoring

Estate Planning

There are many legal strategies involved in estate planning, including wills, trusts, durable powers of attorney, and health care documents.
Powers of Attorney

Power of Attorney

A power of attorney is a legal document giving another person (the attorney-in-fact) the legal right (powers) to do certain things for you.
Healthcare Directive and Amendments

Last Will and Testament

A Last Will and Testament is fundamental to any estate plan, providing clear instructions on how to distribute your assets upon your death.

Follow Us on Social Media

Follow Us on Facebook

Click here to follow our Facebook Page

Follow Us on LinkedIn

Click here to follow our LinkedIn Profile

The Estate & Trust process can be stressful, but it doesn't have to be

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!

Review our options

Image for our pricing
EM-icon white

Take control. Be Prepared.

Read a few scenarios to see how planning for you future will help your loved ones.

The 10 Biggest Estate Planning Mistakes People Make

Take the reigns now with this highly informative resource on estate planning!

– Estate Planning Masterclass –

Guarding a Lifetime's Worth of Assets for the Ones You Love

Guarding a Lifetime's Worth of Assets for the Ones You Love