Estate Guru's Story

With thousands of satisfied clients under our belt, we brought together the best: lawyers and financial planners, all working toward the same goal—to create a system that would streamline the estate planning process right from the comfort of your home.

Why should you have an estate plan?

An estate plan isn’t just about leaving an inheritance behind. Having an estate plan ensures your assets, children, and wishes are taken care of in any life circumstance.

If any of the following apply to you, then it’s important to claim your Estate Planning Strategy Session right now!

  • YOU'RE MARRIED
  • YOU OWN REAL ESTATE
  • Own Your Own Business
  • YOU HAVE MINOR CHILDREN
  • YOU HAVE A BLENDED FAMILY
  • YOU WANT TO AVOID PROBATE COURT
  • IF YOU'RE CONCERNED ABOUT DIVORCE
  • YOU HAVE CONCERNS ABOUT HOW YOUR CHILDREN MAY HANDLE MONEY
  • YOUR ASSETS ARE $50,000 - $5,000,000 + INCLUSIVE OF REAL ESTATE EQUITY

Why it matters

ESTATE PLAN

  • Gives you peace of mind
  • Ensures your wishes are fulfilled after death
  • Designates who oversees your finances and 
medical decisions if you’re incapacitated or debilitated

Protect your families assets with a properly written Will or Trust approved by an attorney in your state without leaving your home.

ESTATE GURU PARTNERS

Why people choose us

  • Attorney-guided
 & tailored estate plans
  • Legally sound documents
  • No traditional 
lawyer fees
  • Easy to update when life changes

Carol Dewey
Safe Money Mindset Educator
Estate Guru Mentor 

With decades of experience in retirement planning, I have helped educate hundreds of families on how to build protection, safety, and stability into their retirement plan.

One of the most important and often overlooked aspects of this process is estate planning. (i.e. creating a Will or Trust)

Working with a network of strategic partners such as estate planning attorneys I will help you evaluate and ensure that your estate plan is setup in the most efficient, optimized, and personal way possible.

As your estate planning mentor, I will discuss the differences between a Will and a Trust along with other important documents you may need, ensuring nothing slips through the cracks and that you take advantage of all planning options available as it relates to your individual situation.

This is a no-cost strategy session to discuss your Estate Planning needs.


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