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
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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.

Schedule Your Smart Estate Plan Review
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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.

Start Your Estate Plan Without Us

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Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Thoughtful Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

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