The Estate Planning Source is a legal document company that works as a back office for Attorneys Nationwide. We custom draft documents at the Attorneys direction.

We have a network of Advisors and Attorneys. When an Advisor has a client with estate planning needs the Advisor can contact us, we then refer them to one of our Network Attorneys to help them with the clients’ estate planning needs.

The Advisor can educate on Estate Planning Concepts, coordinate the process with the Attorney, and in most states assist with the execution and funding of the documents.

E. Evans

Texas

I have been working in the trust business for 13 years and thought I knew everything! Boy was I wrong. This conference opened my eyes and mind on areas I never knew. It was great for me and even better for my clients!

D. Moore

Utah

"Even though I am an attorney, the materials presented gave me a more complete under­standing of this area than I have received anywhere else:”

C. Bennett

New Hampshire

"Within days after attending the Estate Planning Source's Basic Institute, I was able to bring my business and reputation to a higher level. I have had 100% success implementing living trusts with my current clients and have been acquiring new clients with ease"

M. Abbott

New Hampshire

"As a trusted advisor for my clients, it is my duty to help them grow and protect their estates. I would be doing an injustice by not educating them about the trust planning solutions they need. As an Independent Advisor of the Estate Planning Source, I have all the resources and solutions!"

R. Mortensen

Illinois

"Absolutely essential for anyone wanting to educate people on Living Trusts. Created a great desire to assist and help those who are most vulnerable to estate shrinkage"

R. Coloni

Florida

"If you wish to learn about a process to avoid probate, you MUST attend this Institute. I promise you will not be disappointed"