- Attorney Advice
- Document Storage
- File Storage
- Medical Directives
- Financial Power of Attorney
- Annual Reviews
- HIPAA Compliant Healthcare Power of Attorney
Learn About eStatePlan™
Schedule a consultation with one of our advisors to learn how our plan is different than others you may have heard about.
Sign Up & Activate
Once you see the difference, we are confident you will choose our program. After signing up, the process can be completed in as little as 2 weeks.
Sleep Peacefully
No more sleepless nights, worrying that your estate is in disarray. We like to think of our eStatePlan™ as sleep insurance.
Commonly Asked Questions
Is a Will enough to protect my estate?
We will educate you on the difference of wills and trusts and what you hear may surprise you
What if I need someone to take care of my finances if I end up in the hospital and can't do it myself?
All too often, we hear stories of people in this very situation. We have a solution, and it’s easier than you think.
How do I make sure others know how to treat me medically if I cannot speak
All of us want to know that our wishes will be heard, especially when we are incapacitated. Our legal team has designed documents to make sure you are never in this terrible situation.
eStatePlan™
Our online platform allows you to change your estate plan at any time. Some of the features of the eStatePlan™ are:
An All-Inclusive Estate Plan
At The Advisor Group, we look at your whole estate- including legal, tax and financial. We want to make sure you are taken care of in every aspect.
Imagine this very real scenario. You go to your cardiologist and he puts you on a medication. Weeks later you visit your pulmonologist and she tells you to get off of that medication, because it could kill you. So a few weeks later you return to the cardiologist and he says if you don’t take it- it will kill you.
Wouldn’t it be great if these two doctors could just get in the same room and figure this out once and for all?
The same scenario applies to your estate. We see it all too often. A person asks their tax preparer a question about finances. They are told to go talk to their financial advisor. That advisor says he can’t give tax advice, so they need to go back to the tax preparer. And the estate attorney can’t answer tax or financial questions either. Wouldn’t it be great if all 3 of those people could talk to each other?
We thought that would be great too! Hence our 3 pronged approach.
3 Pronged Approach
Your estate is more than just your house.
Legal Setup & Review
Our advisors and attorneys guide you along the way to make sure your estate is planned and executed just the way you want.
Tax Mitigation
Why pay voluntary taxes? Our inhouse specialists review your current situation and how you could benefit from the tax law. Ultimately we’d like to see you divorce the IRS and pass your money to your heirs TAX FREE.
Annual Financial Reviews
We know things change. Your estate plan needs to be kept up to date. We reach out annually to make sure that plan incorporates all of those changes, and is done so most efficiently.
Don't procrastinate! Start planning today.
Your loved ones will thank you.
Don’t take our word for it. Here are a few client testimonials:
Call us or email today to get started
I thought I was doing everything right. I had a Will and had my daughter listed on my house and checking account. I'm so glad I went to their seminar and learned why that was not a good plan. I have all of that changed now. And a much better plan put in place.
I was so glad that a friend put me in touch with The Advisor Group. Being a single woman, I was really concerned with my son being able to take care of me. I was knocked unconscious and had to be airlifted to a nearby city and I was in a coma for a week. My son wasn't able to make decisions for me and now I know I am taken care of, thanks to the plans put in place with the advisor.
When my brother left me some money after he passed, I knew I needed to set up an estate plan to pass things along to my kids. Lonnie and his team took great care of me and went way beyond what was expected, helping me set up special accounts to pass things tax free to my kids.
Lonnie was so helpful in getting me set up for Medicare and all that goes along with it. I really appreciate that he took the time to explain the differences in the plans and why some people pay a $0 premium every month. I had a lot of drugs too, that I take, and he put me on the best plan for my situation.