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Remember UCF in Your Estate Plans
Friends and Families
to Your My-EstatePlans.com Site!
Here we share our estate planning tools and services to assist and enhance your giving and planning experience
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No method of payment required
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
5-Step Modern Estate Planning Process™
Complete Willpower App™
This step is first because your input is critical! Your evaluation drives the estate planning conversation when you meet with your attorney.
Draft & Review your Dispositive Documents
Select an Executor, Trustee, Power of Attorney Agent, and your "Digital" Executor. The Willpower App™ provides sample documents to review with your attorney.
Consult with your attorney and other advisors to retitle your assets to match your estate plan.
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.
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
These next few minutes will be the beginning of organizing your thoughts, assets and estate plans for generations to come.
Your Membership includes:
Direction Memo™ Book (Letter of Instructions)
Your own personal Member Dashboard & Electronic Vault
Record audio and video messages to store in your Member Dashboard
Grant Member Dashboard access to your Estate Delegates™
Online Wealth Management Courses
Authored Books, Blogs and Articles
Access to ALL other supplemental tools on My-EstatePlans.com
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
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.
14260 W. Newberry Road #215
Newberry, FL 32669-2765