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
5-Step Modern Estate Planning Process™
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STEP 1: 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
Select an Executor, Trustee, Power of Attorney Agent, and your "Digital" Executor.
STEP 3: Implementation
Consult with your attorney and other advisors to retitle your assets to match your estate plan.
STEP 4: 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 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
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
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.