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.