Complete Estate Planning is designed by and for a competent network of estate planning professionals. The purpose is to bring to you high quality service at a fair and affordable price. Hundreds of professional service firms utilize Complete Estate Planning to provide to you a streamlined process that is simple yet thorough. We use technology that is intuitive and time-saving. It provides a complete experience so that details are covered and the documents that are produced reflect your goals and objectives.
Complete Estate Planning works with you and your professional advisor to help you gain full control of your planning process. We want you to have the level of comfort and professional support that you need. It is important to us that you are completely satisfied with your experience.
If you already have an estate plan, including either a Will or a Living Trust, and it is over five or ten years old, we specialize in amending and restating the documents to bring them up to current standards. A lot of things have changed in the recent past, and it pays to keep your documents up to date.
If you have special needs, or questions, just contact us using our Contact page. You may also complete the Contact form with any remarks or questions.
This site will take care of all of your basic estate planning needs. If you need additional services, we will assign a professional staff member to help you with any of type of plan or document, which may include some of the following:
- Life Insurance Trusts
- Special Needs Trusts
- Spendthrift Trusts
- Medicaid Qualifying Trusts
- Charitable Trusts
- Dynasty Trusts
- Asset Protection Trusts
- Family Limited Partnership
- Family Limited Liability Company
If you feel the need for having a Corporate Trustee, such as a Bank or Trust Company, we will assist you in selecting the proper firm, and the best state or legal jurisdiction that suits your needs. Our network is very large and able to serve you, no matter how basic, or how advanced your need may be.