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

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.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Thoughtful Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

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For the detailed requirements of the Better Business Bureau, please visit: https://www.bbb.org/

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