The Advisor Solutions Platform℠ for Estate Planning Attorneys, Trust Officers, CFP’s, CPA’s, Insurance Agents and other Professionals.
Enhance Your Clients Estate Plan by Incorporating The 5-Step Modern Estate Planning Process.™
Use my-estateplans.com to help your clients create, store, and share all of their most important information, and provide them with priceless peace of mind.
Our cloud-based software as a service (SaaS) helps you, and your clients directly, to develop important supplemental estate planning documents which address solutions that traditional estate planning often overlooks.
Willpower™ assessment
Willpower Premium™ includes everything the Basic solution and additionally fully prepares you, and your spouse or partner, to take this plan to your estate attorney for implementation.
Direction Memo™
A letter of instructions is a written statement by the settlor designed to offer the trustees of a discretionary trust some guidance in the exercise of their discretion.
Supplemental Planning Tools
New document concepts are being added, or improved upon, each week. These are distinctive planning tools that further fortifies your client relationships. Your clients have a simple and secure E-Vault where they can provide you or other close relationships access as their Estate Delegate™.
About
Estate Planning Interactive provides education and online tools for the modern estate planning necessary for today’s complex world.
Get in Touch
Reach out so we can work together to drive more to your clients and prospects.
14260 W. Newberry Rd. #125
Newberry, FL 32669
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