Estate planning just got easy
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
Basic Will Package
Price per person*Package Includes:
- Last Will and Testament
- Financial Power of Attorney
- Healthcare Power of Attorney
- Cloud Storage and Sharing
Trust Package
Individual or Couples*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
Additional Costs:
- Real Estate Retitling: $199 (Online service per property)
*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
What our clients say about us
*Testimonials were provided by current clients at the time of their respective testimonials. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success or similar services. The client testimonials presented were chosen by the firm, other clients may have different experiences.