Estate Planning just got easier
- Smart, attorney-guided software built for estate plan preparation
- Custom estate plans
- legally sound documents
Your Estate Plan
Gives you peace of mind
Ensures your wishes are fulfilled after death
Minimizes the time and money lost in probate
Designates who oversee your finances and medical decisions if you are incapacitated or debilitated
Estate Planning Steps:
01
Appointment Prep
To begin, you’ll fill out our Estate Planning Appointment Guide before your first appointment.
02
Data Input Appointment
Our simple questionnaire will then guide you, your financial advisor and attorney in creating the basis of your estate plan.
03
Document Creation
An attorney from our vast legal network will review your estate needs and create the necessary legal documents. Your estate planning package will then be sent to you or our office to be reviewed, signed and notarized during your follow-up appointment.
04
Execution and Funding
We will work with you to ensure your estate plan is executed and funded.
Talk to a MRA Advisor today about Estate Planning
Pricing
Package Includes:
+ Last Will and Testament
+ Financial Power of Attorney
+ Healthcare Power of Attorney
+ Cloud storage
Includes Basic Will Package and the following:
+ Revocable Living Trust
+ Certification of Trust
+ Pour-Over Wills
+ Financial Power of Attorney
+ Healthcare Power of Attorney
+ Cloud Storage and Sharing
*Price may vary based on case complexity. Client understands that MRA Advisory Group or its advisors are not a 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.
Let’s get started today!
Estate Planning Guides
