The Easiest Online Estate Plan
Empower your future with ProEstatePlans.com, where intuitive software makes creating a robust estate plan a stress-free and accessible experience.
Empower Your Legacy
Craft a lasting legacy effortlessly with ProEstatePlans.com. Our user-friendly online platform guides you through every step, ensuring a comprehensive estate plan tailored to your unique needs. Secure your family's future with ease and confidence.
Your Personalized Plan Includes
Revocable Living Trust
The Revocable Living Trust is a flexible estate planning tool, giving you control while alive. You can alter or revoke it anytime. Appoint a Trustee to manage assets for beneficiaries, with options for sub-trusts to control asset distribution, considering age and circumstances.
Living Will & Advanced Medical Directives
Living Will and Advanced Health Care Directives let you specify medical care preferences in critical conditions. Agents act as guardians. Coordinate Durable Power of Attorney for Healthcare and ensure consistent agents for both. Durable HIPAA Statement allows informed decision-making by granting access to medical information.
Last Will & Testament
The "Pour-Over Will" complements the Revocable Living Trust by transferring forgotten assets into the trust after death, avoiding probate. Appoint guardians for minor or disabled dependents for custody assurance.
Certificate of Trust
The Certificate of Trust serves to provide essential trust details to transfer agents while safeguarding privacy. It offers limited information, ensuring confidentiality when funding assets into the trust.
Durable Powers of Attorney
"Durable" in Power of Attorney means it endures post-incapacitation. Financial Power of Attorney empowers agents for non-trust assets, protecting privacy and avoiding legal fees. Health Care Power of Attorney, paired with Living Will, delegates healthcare decisions. Durable Agent Notice confirms agent acceptance.
Comprehensive Asset Funding Kit
Your Trust, an empty basket, requires "Funding" – transferring assets in to avoid probate. Our exclusive Funding Kit guides the process with detailed instructions and generated letters for funding, retitlement, and beneficiary changes. Access 24/7, update your trust at no extra cost.
Streamlined Succession Planning
Unlock the simplicity of succession planning at ProEstatePlans.com. Our intuitive software transforms the intricate process into a stress-free experience. Take control of your financial future and ensure a smooth transition for your loved ones with just a few clicks.
Software Features
Maintain Your Property's "Character"
Whether jointly or separately owned, your property retains its "character." Asset schedules help identify and classify each asset. Asset Accounting Ledgers aid the Trustee (often the surviving spouse) in designating assets to specific sub-trusts for record-keeping.
No Change Fees
Our Estate Plan evolves with you. No "change fees" – active accounts allow free access to features. Update your trust, add/remove beneficiaries, or modify details at no extra charge. Restate your Trust to reflect changes like relocation.
Easy "check the box" process
Personalize your documents effortlessly with a simple "check the box" to add or delete items from your document set.
Online Document Vault
The Document Vault is a user-friendly resource for storing crucial documents securely. Accessible worldwide, it ensures quick retrieval during emergencies, facilitating healthcare workers with essential information like Health Care DPA, Living Will, medications, allergies, and more.
Your Legacy, Your Control
Explore the freedom of personalized estate planning with ProEstatePlans.com. Our online tools put you in command, allowing you to shape your legacy according to your wishes. Experience the convenience of secure and straightforward estate management.
Our Mission
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Empowering Legacies, Simplifying Lives
Our mission at ProEstatePlans.com is to empower individuals and families by simplifying the estate planning process. We believe in providing accessible tools and expert guidance to ensure everyone can secure their legacy with confidence and ease.
Redefining Legacy Management
At ProEstatePlans.com, we are on a mission to redefine how individuals approach legacy management. We strive to make comprehensive estate planning an inclusive and straightforward journey, enabling our clients to shape their legacies with clarity and control.
Personalized Guidance, Global Impact
Our mission goes beyond documents; it's about providing personalized guidance that has a lasting global impact. ProEstatePlans.com is committed to fostering a legacy of financial security, family harmony, and societal well-being through accessible and user-friendly estate planning solutions.
Frequently Asked Questions
Q:
How does the online estate planning process work?
Answer: ProEstatePlans.com simplifies estate planning by guiding you through a series of straightforward steps. Our intuitive platform prompts you to input necessary information, helping you create a comprehensive estate plan tailored to your needs.
Q:
Can I make changes to my estate plan after it's created?
Answer: Yes. ProEstatePlans.com understands that life evolves. Our services include document review and updates, allowing you to make necessary changes to your estate plan as your circumstances change. We're committed to keeping your plan current.
Q:
Is my personal information secure on your platform?
Answer: Absolutely. We prioritize the security and confidentiality of your information. ProEstatePlans.com employs robust encryption protocols and follows industry best practices to ensure that your personal data is safeguarded throughout the entire estate planning process.
Q:
What sets ProEstatePlans.com apart from traditional estate planning services?
Answer: Unlike traditional services, ProEstatePlans.com offers a user-friendly online platform that allows you to create and manage your estate plan at your own pace. Our virtual consultations provide expert guidance, making estate planning accessible, efficient, and tailored to your unique needs.
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Contact Us
tyler@proestateplans.com
(678) 549-6008
1640 Jasper Drive
Monday - Friday, 8:00 am - 5:00 pm
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