wealth transfer, legacy & estate planning
Your Roadmap Carries On
A successful Financial Plan ensures that you have sufficient funds to last throughout your entire journey. For those fortunate enough to have sufficient funds to carry on past their time here, another type of planning is required.
- Including an Estate Plan will ensure that your loved ones are well cared for.
- Legacy Planning allows for the things that you are passionate about in life, to carry on in a manner of your choosing.
- Wealth Transfer Planning can help smooth the process of passing funds to your beneficiaries, ensuring that your gift is received in a timely and tax-efficient manner.
At Finstepz, we can customize a roadmap that ensures your wishes and assets are carried out according to plan, incorporating increased efficiency and a substantially lower cost than typical estate planning distribution strategies.
Plan for a Continued Journey
There are many options out there for will and estate planning-- but which one is right for you?
We have explored many of those options and rated them on:
- ease of use
- affordability
- range of services
- quality of service
As a result, we have selected to team up with ClearEstate and Epilogue. Depending on your particular circumstances, one may be more relevant to you. Both are backed up with excellent support from the Finstepz team. Click the button below to set up a time to discuss your best option.
estate planning partners
ClearEstate
ClearEstate
ClearEstate
Navigate estate matters with confidence with ClearEstate's online platform and expert team. A user-friendly online platform streamlines the estate planning and settlement process, saving you hundreds of hours of work.
Save thousands of dollars in estate value with expert guidance and personalized strategies.
Epilogue
ClearEstate
ClearEstate
Daniel & Arin are the co-founders of Epilogue. They practiced as estate lawyers and helped many people just like you. They have created an online process that's simple, affordable, and light on the legal jargon.
Planning For The Future Shouldn't Cost A Fortune.
Protect Your Family Today With Epilogue®.