The Estate Planning Source

Here at Estate Planning Source, we are connecting clients, attorneys and financial advisors nationwide to create some of the most comprehensive estate planning documents available today. Our estate preservation system provides a comprehensive program of products and services which universally eliminate the need for probate, and unnecessary federal estate taxation, while giving our clients maximum control over their estate. We know our program works. We experience it daily, and it is the most gratifying part of our business. •As an Independent Advisor in our professional network, you will be able to support your client from start-to-finish by assisting in the non-legal aspects of the estate planning process. This includes educating your clients on estate planning concepts, gathering information, working in conjunction with an attorney in our network, to create important planning documents, a living trust, aiding in the execution and funding of the trust, and assisting with the settlement process. •As an attorney in our Licensed Attorney Network, you will be able to provide the finest estate planning document packages to your clients, matured through more than network attorneys, and utilize our excellent support services as your back office. Our system allows you to build the estate planning portion of your business by receiving referrals from our network of Independent Advisors, save valuable time on research of federal law changes, and reduce the cost of generating new clients. •As a client, you will have access to a higher level of service and documents in your Living Trust through one of our network attorney’s and/or advisor’s.