Know where you stand before it’s too late.
Take our 10-minute risk questionnaire to uncover hidden estate risks like executor issues, liquidity gaps, or trust oversights.
Understand your estate risk profile with an expert.
A comprehensive report is emailed instantly — and a licensed advisor will guide you through what it means for your family and finances.
We don’t believe in generic documents.
Your advisor will present a tailored estate action plan and SuperWill™ proposal — based on your life, your assets, and your risk score.
Executor bonds. Estate liquidity. HeirShield™. You decide.
We’ll help you assess and add the right cover — or restructure your plan — to close financial or legal gaps.
Digitally sign, bind, or print with full compliance.
Your advisor assists with final signatures and implementation. No step is left behind.
Ongoing oversight = peace of mind.
Your plan is stored, monitored, and connected to your EstateWatch™ advisor. Your legacy doesn’t sleep — and neither do we.
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