CALL US NOW!

Convenient Estate Plan Access Anywhere

Establish your estate plan from the ease and comfort of your own home. View and update (24/7) your estate plan document set through your secure Client Console portal.

Their Vision Has Become Reality!

Our premier nationwide trusted estate planning partner offers an online estate planning service platform providing powerful, unique, auto-processing applications at the fingertip control of our client user through secure 24/7 login access.

Their technology and legal expertise enables end-user clients, in the privacy of their own home or at their advisor’s office, and with the assistance of olur support team and Attorneys, to create a paperless living trust estate plan that can be electronically (i) implemented, (ii) funded, (iii) stored, (iv) modified, (v) shared, and eventually (vi) settled all within a cloud-based environment.

Book A Consultation

Integrating ✦
Transforming ✦ Simplifying

Estate Planning Process

Wills, Trusts, Financial POA's, Medical Directives & More!

Estate Planning Solutions for The Real World!

"Where there is no law, there is no liberty; and nothing deserves the name of law but that which is certain and universal in its operation upon all the members of the community."
- Benjamin Rush (1788) / Founding Father

The eStatePlan™

Estate planning can be a daunting process, which is why so many well-meaning folks neglect to do what they know needs to be done. We believe the solution is to make available the core planning tools within easy reach and to empower the end-user client – with direct virtual assistance – to achieve the desired end result. That is best accomplished with the client being in complete control while utilizing ONLINE & ON DEMAND assistance throughout the process and always connected thereafter with the same easy-to-access support team. That service model describes The eStatePlan™ system.

The eStatePlan™ Overview

Client Console Navigator

If you would like to learn more about this revolutionary system, there's no better way than to TRY IT OUT for yourself. Experience powerful, easy-to-use dynamics and see how your personalized documents are presented in your Client Console, which you can modify in seconds as often as you wish! To create a demo session, simply activate the "Try Before You Buy" radio button (located under Contract & Purchase Agreement) before submitting the Data Entry page for processing.

The eStatePlan™ w/ Dynamic Trust Portfolio

Secondary Packages

Our Secondary Packages utilize similar, user-friendly dynamics featured on The eStatePlan platform.

The Will & Financial POA Package features a "stand-alone" Last Will & Testament document and a Durable Power of Attorney Over Assets (DPAOA) document. It also includes the Advanced Medical Directive (AMD). These documents are "stand-alone" meaning that they neither function with, nor are connected to, a Revocable Living Trust (RLT). The Will document does allows for the Testator to make dispositive directives over his estate, howbeit any assets passing to heirs through the disposition of the Will always need to be probated. The DPAOA can help avoid court-appointed conservatorship in cases where one becomes incapacitated and does not have a RLT in place

The Health Care Document Set features the Advance Medical Directive (AMD). The AMD is an all-encompassing health care directive for third-party health care providers and physicians to refer to in making health care decisions on behalf of the principal (when the principal is not able) including with the directive of the AMD agent as applied. The accompanying HCDS documents can be used as a supplement to the AMD when determined by the client.

Free Template Downloads

Will & Financial POA Package
with Last Will & Testament / Stand Alone

Health Care Document Set with Living Wills (Statutory & "Pro Life")

Establishing youre StatePlan / Dynamic Trust Portfolio
according to your current goals and objectives is obviously the first step. But unforeseen circumstances, unsettled family situations, or changes in federal and/or state law may necessitate revisions in your eStatePlan. Your Membership will enable you to address each of those conditions including the ability to add/remove beneficiary names, and their designated allocations, and/or to change trustee (and agent) appointees.

It will be easy to modify and upgrade your eStatePlan by accessing your Client Console's Data Entry page and simply keying in the appropriate entries reflecting the changes that you want or need to make. Modifications made to your eStatePlan Data Entry page are processed directly into your Dynamic Trust Portfolio document set by a simple click of a button! And prompt assistance by our CMS staff will always be available to help you with any changes as you so request.

Combined with our proprietary electronic-signature (ESIGN) modules, your Asset Funding ledgers can be modified
whenever needed. Using the eStatePlan Funding Kit, you can assign your personal realty properties to your trust without having to record deeds. In fact, you will be able to ASSIGN ANY ASSET (or make payable) to your trust, including bank & brokerage accounts, without the time-consuming inconveniences and formalities of having to retitle those assets to yourself as trustee.

You will have direct and immediate access to each party associated with the coordination of your eStatePlan processing protocol (including our CMS support offices, your trusted advisor, and your attorney-of-record) through the convenience of your Client Console NotePad Message Center. All NotePad Center messages, regardless of which party they are sent from, will be electronically archived in your Client Console file for secure record keeping and permanent storage.

Your Advanced Medical Directives (AMD) document will
always be viewable online (24/7) via the "Attending Physician Login/Access" portal by way of your Client ID Number imprinted on your (MLCP) Medical Card. The AMD module allows you to conveniently modify your own health-care directives – at any time and for whatever reasons – and to name and/or change your appointed health care agent(s) for making health-care decisions on your behalf if that ever becomes necessary.

Your Client Console's PostScript Page will enable you to
record sensitive information not otherwise referenced in your eStatePlan. Your PostScript Page can be used to journal (a) contact information of your plan administrators, (b) messages to your family members, (c) financial records and account locators, (d) digital account and social media passwords, (e) creditor contact information, and (f) any other general information that you would want to be known by your loved ones.

Your Client Console E-Vault Center enables you to upload and permanently store
essentially any type of digital document, including photos, on the eStatePlan server. The E-Vault Center also allows you to host online accessibility to all your electronically stored documents to any person of your choice (such as your family attorney, accountant, mortgage broker etc.) accordingly as you have designated through your Client Console’s
Share Console
functionality.

You will be able to grant selected and limited access to your Client Console – without having to disclose your personal password – to certain professionals (such as your attorney, accountant, and health care provider) whom you may want to review or edit certain sections of your Client Console including your (i) NotePad Message Center, (ii) Dynamic Trust Portfolio document set, (iii) Data Entry page, (iv) eStatePlan Funding Kit, (v) PostScript Page and (vi) Advanced Medical Directives.