Book a Call Now
Smart Estate Planning
Made Simple
Why Choose Estate Mentors?
Create
Effortlessly create, customize and settle your estate plan that’s personalized to your needs
Share
Share, track and access every document with others named in your estate plan.
Maintain
Relish in the ability to maintain and amend your estate plan through life’s constant changes.
Settle
Have confidence that your wishes will be properly carried out when the time comes
Client Success Stories
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
What to Expect When You Book a Call
Thank you for taking the first step toward protecting your future! When you book a complimentary call with Estate Mentors, you’ll speak with one of our friendly intake specialists who will take the time to understand your estate planning needs.
A Simple & Stress-Free Process
- Learn About Your Needs – During your call, our intake specialist will ask a few questions about your goals, family, and assets to determine the best plan for you.
- Transparent Pricing – We’ll explain our affordable flat-fee pricing so you know exactly what to expect—no surprise hourly billing.
- Next Steps – If you’re ready to move forward, we’ll guide you through the process of creating your estate plan from the comfort of your home.
Quality Estate Planning Without the Hassle
Rather than scheduling multiple in-office meetings with expensive attorneys, Estate Mentors lets you complete your plan in less than an hour—without ever leaving your home. Get the peace of mind you deserve, at a fraction of the cost.
Book your free call today and take control of your future!