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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.
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.
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.
