A will, or a last will and testament, is a legal document that describes how you would like your property and other assets to be distributed after your death.
Schedule a free no obligation consultation with our friendly estate certified experts! We’ll help you get it right, the first time.
Avoid probate by creating a complete, Trust-Based Estate Plan for the protection and transfer of your most important assets.
Audit and assurance is all about meticulous data analysis. Everything needs to be checked, double checked, and triple checked.
Let us help you identify the best way to leave a property upon death. Protect your spouse and children today!
We work with our clients and do a deep analysis of their business. We help prepare possible outcomes to different decisions.
Referral Partner Levels
We offer 3 different referral partner membership tiers. Only 50% due at commencement and the remaining 50% due in 6 months.
- We qualify the leads & referrals
- If we identify the estate wants to sell the home, in as is condition, or quickly to a cash buyer, we facilitate the referral
- more details below...
- We qualify the leads & referrals
- Everything the Basic level has plus more
- Upgrade options for exclusivity
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- Everything Platinum level has to offer plus more
- upgrade options for exclusivity
- Payment plan available 50% due upon commencement and 50% due in six months
- more benefits below...