The Excalibur Agency is a nationally recognized estate planning firm specializing in creating state-of-the-art, legally valid documents for clients across all 50 states. Led by Scott M. Nelson, J.D., LL.M., CFP®, the firm stands out by offering a modern, tech-forward approach that prioritizes clarity, speed, and client education—all while providing free consultations and lifetime updates.
The firm’s philosophy centers on integrity, transparency, and choice, ensuring clients fully understand their options through a comprehensive yet straightforward process. With Scott Nelson’s extensive background—including a Master of Law in Taxation and a Certified Financial Planner designation—the agency is well-equipped to serve individuals, families, and business owners seeking personalized, efficient, and affordable estate planning solutions.
Services Offered
- Estate Planning
- Revocable Living Trust
- Certificate of Trust
- Pour-Over Will
- Durable Power of Attorney
- Health Care Agent Power of Attorney
- Durable HIPPA Statement
- Living Will and Advanced Health Care Directives
- Digital Asset Power of Attorney
- Quit Claim Deed
- Comprehensive Funding Kit
- Online Document Vault
- Unlimited Account Access
- Unlimited Updates and Changes
Operating nationwide, The Excalibur Agency serves clients in all 50 states and emphasizes plain-English communication, rapid document preparation, and ongoing support to ensure plans remain current and fully funded, avoiding probate and protecting privacy.
