MRA Advisory Group

Estate Planning

Protect your intent by connecting the whole plan.

Attorney-guided estate plan preparation that helps align your wishes, assets, family, and financial decisions for the people you love.

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Your Estate Plan

Clarity for the moments that matter most.

01

Peace of mind

Make important decisions while you can, with a clear plan for the people you care about.

02

Wishes made clear

Document how you want your affairs handled and connect those instructions to your wider financial plan.

03

Less probate friction

Help minimize the time and money lost in probate so more of your plan can reach the people it is meant to support.

04

People you trust

Designate who can oversee financial and medical decisions if you are incapacitated.

Estate Planning Steps

A guided process from preparation to follow-through.

Attorney-guided software helps turn your decisions into a clear estate planning package that can be coordinated with the rest of your financial life.

  1. 01

    Appointment Prep

    Complete the Estate Planning Appointment Guide before your first appointment.

  2. 02

    Data Input Appointment

    A simple questionnaire guides you, your financial advisor and attorney in creating the foundation of your estate plan.

  3. 03

    Document Creation

    An attorney in the legal network reviews your estate needs and creates the necessary documents. Your package is then reviewed, signed and notarized during a follow-up appointment.

  4. 04

    Execution & Funding

    MRA works with you to help ensure the plan is executed and funded.

Estate Planning Packages

Choose the documents your plan needs.

Each package is prepared around the information you provide, with attorney review as part of the process.

Basic Will Package

$575/ person

Build the essentials.

  • Last Will and Testament
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Cloud storage

Trust Package

$1,350individual or couples*

Plan with a living trust.

Includes the Basic Will Package, plus:

  • Revocable Living Trust
  • Certification of Trust
  • Pour-Over Wills

Real Estate Retitling

$199/ property

Keep property aligned.

Online service for retitling real estate as part of an estate planning strategy.

*Price may vary based on case complexity. Client understands that MRA Advisory Group or its advisors are not licensed attorneys and will be giving no legal advice as part of the estate planning preparation. Client understands that Estate Guru, LLC will be producing an estate plan based on the information provided to Estate Guru, LLC by the client and/or MRA Advisory Group. Client also understands that Estate Guru, LLC is not their attorney.

After a loss

When a loved one dies, start with a calmer checklist.

Share your name and email to access MRA’s expanded practical guide to organizing documents, financial notifications, benefits, tax questions, professional contacts, digital accounts, subscriptions, and the conversations that may need qualified legal and financial support.

Let’s Get Started

Start with a conversation about your estate plan.

Talk with an MRA advisor about the decisions, documents and next steps that can help protect your intent.

Talk to an MRA Advisor

A Connected Approach

One decision can affect the rest.

MRA brings planning, investing, taxes, insurance, estate planning, and business strategy into the same conversation when they matter to your next decision.

Meet an Advisor →