Estate Mentors is a specialized firm offering comprehensive estate planning and financial consulting services, distinguished by its unique combination of personalized professional guidance and online accessibility. They stand out by providing expert legal and financial advice through a streamlined, flat-fee model that avoids the high costs of traditional law firms and the limitations of DIY software solutions.
The firm simplifies the estate planning process with a clear three-step approach: an initial free consultation, guided onboarding with an experienced specialist, and secure online access to manage documents. With a network of over 900 financial advisors across 47 states, Estate Mentors delivers tailored solutions for individuals and families seeking to protect their assets and ensure their wishes are honored.
Services Offered
- Estate Planning
- Financial Consulting
- Trust Creation and Management
- Last Will and Testament
- Durable Power of Attorney
- Healthcare Documents
- Estate Plan Review and Updates
- Online Estate Plan Access and Management
Estate Mentors serves clients nationwide, with physical offices in High Point, North Carolina and Phoenix, Arizona, and supports a wide network of professional advisor and attorney partners. They offer resources such as masterclasses and educational materials to help clients avoid common estate planning mistakes.
