ESTATE DOCS PRO

Estate Docs Pro (EDP), the nation’s leading estate planning technology software. Estate Docs Pro can provide you with comprehensive, attorney-drafted estate plans. An estate plan is an important part of financial planning for our clients. EDP makes it simple, convenient, and affordable to deliver a Will, Trust, Powers of Attorney, and many other documents, each customized to your specific needs. Avoid probate, minimize estate/transfer taxes, protect wealth & beneficiaries, provide peace of mind, and secure a legacy for your family today.

An estate plan can give you peace of mind that your assets will be distributed according to your wishes when you die.

Estate planning is the process of designating who will receive your assets in the event of your death or incapacitation. Often done with guidance from an attorney, a well-constructed estate plan can help ensure that your heirs and beneficiaries receive assets in a way that manages and minimizes estate taxes, gift taxes and other tax impacts.

Estate Planning Checklist:

1. Create an inventory.

4. Review your beneficiaries.

7. Plan to reassess.

2. Account for your family’s needs.

5. Note your state’s estate tax laws.

3. Establish your directives.

6. Weigh the value of professional help.

Review our Library of Videos

Which Plan Do You Have?

What is so special about a trust?

What if you already have a trust?

A Comprehensive Estate Plan

Storm Ahead

Six Questions for Aging Parents

What is Estate Docs Pro?

What is Probate?

Attorney Drafted Estate Plans Online

Will Vs Trust

The Best Choice For Estate Planning (long)

The Best Choice For Estate Planning (short)

Joint Trust for Children (sub-trust)

Spendthrift Protections

Living Will & Advance Directives

Financial Power of Attorney

Healthcare Power of Attorney

Pour Over Will

Family

SOTP Not The Plan You Want