Estate Planning
Smart Estate Planning... Made Simple
Thoughtful Advisors is proud to offer a better estate planning experience. We bring our attorneys to you through advanced automation and create an estate plan in real time in four simple steps:
- EDUCATE - client meets with thoughtful advisors for a no cost estate plan review
- CREATE - attorney and advanced automation recommend, review and draft documents in our office
- SIGN - thoughtful advisors helps client sign and notarize documents in our office
- UPDATE - revisions, amendments or changes are included in on-going client service with no additional costs
We offer our estate planning service with a 100% satisfaction guarantee. If you’re not completely satisfied with your estate planning experience, we refund 100% of your money – no questions asked.
Do you want to start your Estate Planning on your own?
Thoughtful Advisors has partnered with EP Cloud™ to offer our clients and friends an easy do-it-yourself solution to properly prepare your Estate Plan.
