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.

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.

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  1. Pingback: How to Avoid a Tax Audit When Moving to a Lower-Tax State | Thoughtful Advisors

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