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What is My-EstatePlans.com?
We are a modern estate planning technology company offering customizable tools to take your estate planning process from start to finish...
We do this by utilizing the
We do this by utilizing the
5-Step Modern Estate Planning Process™
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STEP 1:
Take the 15-Minute Estate Assessment™
Take the 15-Minute Estate Assessment™
This step is first because your input is critical! Your evaluation drives the estate planning conversation when you meet with your attorney.
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STEP 2:
Draft & Review your Dispositive Documents
Draft & Review your Dispositive Documents
Select an Executor, Trustee, Power of Attorney Agent, and your "Digital" Executor.
STEP 3:
Implementation
Implementation
Consult with your attorney and other advisors to retitle your assets to match your estate plan.
STEP 4:
Complete Direction Memo™
Complete Direction Memo™
A Letter of Instructions (LOI) adds tremendous value to your plans such as carrying out your investing decisions, tangible personal property disposition, your final arrangements and "Ethical" Will.
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STEP 5:
Create a Physical/Digital Copy of All Your Documents
Create a Physical/Digital Copy of All Your Documents
Create a hardcopy binder and digital E-vault for your important documents.
Let's Take a Tour
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Download the
5-Step Modern Estate Planning Guide
5-Step Modern Estate Planning Guide
Start here by reading through this guide for tips and ideas on why modern estate planning allows for many different scenarios based on life's unique events
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Your Membership includes:
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Direction Memo™ Book (Letter of Instructions) Download Copy or Online Modules
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Your own personal Member Dashboard & Electronic Vault
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Record audio and video messages to store in your Member Dashboard
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Grant Member Dashboard access to your Estate Delegates™
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Online Wealth Management Courses
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Authored Books, Blogs and Articles
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Access to ALL other supplemental tools on My-EstatePlans.com
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Complete your
15-Minute
Estate Assessment™
15-Minute
Estate Assessment™
These next few minutes will be the beginning of organizing your thoughts, assets and estate plans for generations to come.
Your complimentary group membership to
My-EstatePlans.com
allows you access to numerous helpful tools for making your estate planning process so much easier.
This is one more way UCF is looking out for your interests as you craft your unique estate intentions.
My-EstatePlans.com
allows you access to numerous helpful tools for making your estate planning process so much easier.
This is one more way UCF is looking out for your interests as you craft your unique estate intentions.
© 2023 My-EstatePlans™
14260 W. Newberry Road #215
Newberry, FL 32669-2765
contact@estategiftplanning.com
Newberry, FL 32669-2765
contact@estategiftplanning.com